A Modern Approach to Wealth Management

Note: The following appeared in an advertisement from Charles Schwab, our custodian of choice. We thought it perfectly conveyed our approach and, with some minor editing, wanted to share it with you.

We see it all around us. People engaging, asking tough questions, demanding quality, value and accountability. People taking ownership of their lives. It’s the hallmark of today’s modern consumer.

When it comes to managing your hard-earned money, should it be any different? [We] believe in an approach to wealth management that reflects those same values.

It begins with a wealth management consultant who encourages your involvement. That doesn’t mean you have to be the investing expert, but it does mean you’re encouraged to ask the questions that matter to you most and get straightforward, honest answers. We believe you deserve transparency, a clear and complete picture of what you’re paying, and with a comprehensive explanation of the recommendations you receive, the rationale for them, the risks involved, and why one solution may be more appropriate than another. You deserve this kind of relationship whether our advice involves your investments, taxes, estate plan or the well-being of your family.

It also means having access to expert advice and an array of investments from leading asset managers across the industry. It’s building an investment strategy designed to meet your goals and reflecting your comfort with market volatility. All of that without sacrificing value, because with investing, we know costs matter.

The result? A relationship tuned to your needs. You have a deeper sense of involvement with your money. You fully understand what you are doing in an effort to grow and protect it. And you have a team of specialists to rely on. Ultimately, you’re more confident in your financial future.

If this sounds appealing, come talk with us. We’ll share with you our passion for creating a better investing experience through a modern approach to wealth management.