Integrity
Your trust is a foundational component to everything we do, so much so that the word trust is an intentional part of our name. That trust is earned and kept by acting with integrity in every aspect of our business. We serve as a fiduciary and will always advise you with your best interests in mind. If we ever identify a conflict of interest, we will disclose it in advance so you can make an informed decision.
Transparency
It’s vital to us that you know exactly what you own and how much you pay. Our fees are based on the assets we manage and other services we provide such as tax preparation, planning, consulting and insurance services. In some cases, we may be paid directly by an insurance or investment company, rather than by you — a commission. As our partner, you have the right to know what we earn and how we earn it. We disclose all compensation earned, including commissions.
Flexibility
No two people are alike, but all too frequently advisors try to manage a client’s finances by bucketing them with similar clients. Whether done for simplicity or efficiency, this rarely yields the best result for the client. Our planning and investment processes are built to be intentionally flexible so that we can accommodate varying degrees of risk, liquidity, tax sensitivity and investment experience to best serve our clients.