FREQUENTLY ASKED QUESTIONS

We are a multi-generational, full service wealth management firm with over 100 years of combined industry experience. Our team strives to provide a level of service over and above the standard of fiduciary care. We provide broad-scale financial planning and asset management services and serve as our clients “Personal CFO.” Our goal is to deliver tailored solutions that fit our clients objectives and help them build and leave their legacy. Your Legacy—Our Playbook.

Our expertise includes financial planning, asset management, estate planning, and wealth transfers for successful families, individuals, small business owners, and non-profit organizations. We work with clients locally and nationally to identify and overcome their critical financial events.

In order to provide our expertise and unique investment process, our clients typically have investable assets that start at $500,000. All circumstances are different, but the $500,000 asset level is what we look for in order to most effectively implement our philosophy and process.

What sets us apart is our unique Legacy Playbook Process. Within each client’s personalized Legacy Playbook, we identify, monitor, and adapt to changing conditions specifically for each client. Our firm also operates under the “one-client, one-team” approach. This means that each of our clients have access to our full team and not segmented out between different advisors and staff. All of us work for you.

In order to start the process and to see if we are the right fit for you, we ask that you call or email our office. We will send you some preliminary paperwork so that when we meet for the first time, we have some information to build on to make effective use of our time together. You may also complete our Confidential Questionnaire on our Contact page on our website.

We are a fiduciary, which means that we put the interests of our clients ahead of our own at all times. We are predominately fee-based, which means that we charge a flat percentage fee on the assets that we manage. This fee pro-ratably decreases as assets increase. We also manage retail, non-fee based accounts when it makes financial and planning sense for each specific client