A Personal Connection
We treasure each client relationship, and work hard to build candid, constructive, and complete relationships with everyone we work with, regardless of how much money they have available to invest.
That alone sets us apart from most financial advisers, who tend to only provide their services to the most affluent individuals. This is unfortunate, as it leaves the people who need the most help managing their money unsure about where to turn for trusted advice.
We believe that a significant number of people in our community do not invest at all because they don’t trust the ethics that underlie most of the investment products available to them. This keeps kind people poor while those less concerned with the well-being of others compound their capital continuously.
The video below gives a ten minute overview of what we do, how we do it, and why.
- Complete our intake questionnaire,
- Schedule a discovery call,
- Complete our client engagement agreement,
- Open and fund accounts, then
- Sleep easy.