- WHO WE ARE
- WHAT WE DO
- WEALTH ENTERPRISE
- THOUGHT LEADERSHIP
We are bound to put our client’s interests first, ahead of our own.
We are paid only by our clients, with a simple, transparent advisory fee that removes any actual or potential conflicts of interest that arise from sales-based compensations.
Our independence from any financial services firm, bank or broker allows us to assess our clients’ needs, then make recommendations and help them find the financial services products and services that are right for them, without any sales agenda.
Our advocacy for families is founded on each of our professional’s deep experience working both at and with the world’s largest financial institutions. This gives our firm the technical expertise to address your family’s broad financial picture, plus a sophisticated understanding of the inner workings of the large financial companies.
We make sure your family’s providers are working towards the best interests of your family in a highly cost-effective way.
The key to understanding who is independent, and who is not, is knowing the primary source of compensation.
In many wealth management relationships, families are at a disadvantage because the bank or brokerage firm puts the interests of the firm before the interests of the family. Instead of receiving advice, families often receive recommendations based on the compensation and incentives the advisor may receive.
We are duty-bound to act in our client families’ best interests and are never compensated by any third party for recommendations we make. Ever.