Broker Check

Who We Are Not

Just as important as it is for you to know who we are, we believe you should know who we are not:

  • We are not Wall Street brokers or traders. We are independent advisors focused on planning and provide our clients with investment advice that is suitable for their investing goals.
  • We are not salespeople. As independent advisors, we do not sell proprietary products or have sales quotas to meet. We offer investment solutions guided by sound economic principles and investment philosophies that are aimed at meeting a client’s individual risk tolerance preferences.
  • We are not all things to all people. The financial services world is massive and is evolving every day. While we offer holistic financial planning and asset management services, we are not tax professionals or attorneys. We have relationships with these professionals and may refer their services when necessary or if requested.