We do the work that takes away the worry...

How We Work

How We Work With You

When you are busy doing other things, we leverage your time. We manage your individual separate accounts on a discretionary basis. After we have consulted with you and are acutely aware of your needs, we do all the buying and selling decision making for you. We can act quickly on your behalf, especially important in volatile times. Our fees are based on a percentage of the assets under oversight and are clear and understandable.

Working with Your Legal and Tax Professionals

We work in concert with your legal and tax professionals to ensure that all pieces of your financial puzzle fit together. With your permission, we talk directly with them, sharing information to expedite your tax filing obligations as well as your legal and estate planning needs. We manage your portfolio with awareness of tax ramifications. When needed, analysis and research outside the scope of normal portfolio oversight can be handled separately under our financial planning services. If you are missing critical cost basis information, we will reconstruct it.

Financial Consulting

We look at how all your assets fit together to provide both growth and diversity of approach. If you are close to retirement or in retirement, we specifically analyze how your assets can effectively be turned into income that can last for your lifetime. Our complimentary “Income Mapping” analysis can show you the recommended distributions from each piece of your retirement puzzle.

Our Experience

We have been advising individual clients regarding their financial needs since 2006. Our organizational process means we leave no stone unturned. If you really want to know how you stand financially, our input is invaluable. We want the time you spend with us to be the most valuable time you have spent with a professional all year.

Schwab, with $8.24 trillion in total client assets, provides comprehensive brokerage custody services to more than 15,000 independent advisor firms.

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