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, or 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. Providing intellectual capital to bring about more financially secure lives and greater opportunity for successful outcomes 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.