1. We Minimize Fees

We drive down your costs in every way we can. We have access to over 100 transaction-free ETFs that put more money in your pocket. We understand that minimizing your fees helps lower your hurdle rate, allowing your returns to compound at a faster rate. We also specialize in tax planning, so we can reduce the government fees–taxes.

2. We Maximize Time

Time is money and becoming more and more valuable as we live in a world of constant distractions. We understand your time is important, and we do our best to have a seamless onboarding and client experience to give you more time to do what you love.

3. We Unify Families with Financial Communication

We can’t emphasize enough the importance of making sure families are on the same page regarding financial goals and passing on legacies. Husbands and wives typically are not on the same page as they approach retirement, and neither are parents and grandparents passing on inheritances to the next generation. We understand the difficulties of communicating these sensitive topics and bridge the gap between these relationships, so expectations are communicated and no one is surprised with the outcomes.

4. We Leverage Technology to Improve Investor Behavior

We understand that humans cannot beat the computing power of technology. However, no one can beat a human leveraging technology. Having a human advisor can help with accountability and controlling your emotions through market cycles. Computers will never be able to share in the joy of an achievement, nor grieve with a widow. We leverage technology to help ensure goals have an increased probability of success and risk is mitigated.