We passionately care about our clients' financial best interests and doing what is right for them, their families, and/or their organization or company. We believe that structured financial planning is critical to the success of any retirement, investment, and wealth management program.
We are a values-driven company and believe that a primary goal of wealth management is largely achieving abundance and financial confidence for one's self, one's family, and, in a larger context, one's community. Our business is about educating, accessing resources, developing income solutions, evaluating tax considerations, and navigating the financial markets to provide enhanced lifetime financial outcomes . Providing intellectual capital to bring about more financially secure lives is a passion for us.
In order to prudently provide a high value to our clients, financial instruments consistent with client objectives will be considered, as well as those demonstrating proper registration with regulatory agencies and Commonwealth Financial Network®, our FINRA-registered broker/dealer. We may offer both fee-based and, in some instances, commission-based vehicles, including a variety of modern securities, investment approaches, and insurance products. We have no obligations to proprietary products.
Investment minimums for individual clients are $150,000 in investable assets, and $3,000,000 for retirement plan and corporate clients.
We also have the ability to and may work with clients by means of a retainer or hourly fee.