1. Get Advice Based on What’s Best For You…
If the advice you’re getting isn’t all about you, it isn’t really advice at all. Whether it’s your supplemental income, tax situation, estate planning or investments, it’s fundamentally important that your advisor truly understand you, your goals and your situation. An independent advisor is in a position to do that. We are entrepreneurs and we pride ourselves on strong personal interaction with our clients and dedication to their needs. Our true independence is key to offering investment advice based on what’s best for you.

2. Understand Exactly What You are Paying For…
Independent advisors typically charge a fee based on a percentage of total assets managed. This has two advantages. One: The fee structure is simple and easy to understand, helping to avoid surprises. Two: Since this fee structure eliminates the typical conflict of interest, it does not give us an incentive to recommend one product over another, so you can be confident that we are making recommendations based on what’s best for you and your situation.

3. Get Advice For Your Complex Needs…
We have the experience to address a variety of more complex investment needs that often arise when you accumulate significant wealth, complicated tax situations, trusts and multigenerational issues.

4. Enjoy A One-On-One Relationship…
When working with an investment advisor, you will have a one-on-one relationship with a professional who shares a vested interest in your success. Our goal is to fit you with solutions that account for your personal needs and objectives – which often require regular, ongoing interaction – we understand and accommodate your unique schedule to accomplish this. We sincerely care about our clients and take pride in helping them get the most from their endeavors.

5. Know That Your Money Is With A Secure Financial Institution…
As an independent advisor we use an institutional custodian, Fidelity Investments, to hold and safeguard our clients’ assets. They also provide important infrastructure services such as executing trades and preparing monthly brokerage statements.