Putting Your Interests First
I believe in placing your best interests first. Therefore, I am proud to commit to the following four fiduciary principles:
I will always put your best interests first.
I will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional.
I will not mislead you, and I will provide conspicuous, full
and fair disclosure of all important facts.
I will fully disclose and fairly manage, in your favor, any unavoidable conflicts.
Accredited Investment Fiduciary®, MBA
Created by the Committee for the Fiduciary Standard www.thefiduciarystandard.org
Do You Have the Traits of a Successful Client?
THEY ARE FINANCIAL DELEGATORS
Our community of clients is comprised entirely of financial delegators. They appreciate and are willing to follow the advice of an expert.
PASSIONATE ABOUT GOALS
Our clients are passionate to accomplish their goals. They realize that achieving their goals requires both money and planning.
YOU ENJOY SIMPLICITY
Our clients enjoy the freedom that comes from having all of their financial assets under the watchful eye of a single, trusted advisor.
VALUE WORKING TOGETHER
Due to the high level of client interaction and attention, our services make sense for high net worth individuals and families over $1,000,000 of investable assets.
FOCUS ON WHAT’S IMPORTANT
Our community of clients values our relationship. By delegating, they can focus their valuable time and energy on the things in life that are most important to them.
CAN HANDLE THE TRUTH
Our clients appreciate advice and guidance. All of our clients want to hear the truth from us regarding their financial situation… no matter what the situation.