What sets us apart?

Planning over hoping is not just a slogan. It is also the essence of what I believe most people would prefer to do and yet for many reasons always seems out of reach! 

As a middle aged entrepreneur and father of three, I stumbled upon triathlons as my new passion in life to help with the aging process and mental well being.  Through a lot of support and following a disciplined plan I have successfully become part of the endurance athlete community. Working out now has a purpose and is more enjoyable than ever, and I enjoy nothing more than giving back to the population that has helped me get here today!

Many of my clients that similarly adhere to a baseline plan often share that they feel this same sense of accomplishment.  By establishing short to long term goals based on core values, our methods proactively address the external issues that could affect the best laid out plans such as inflation, interest rates, market volatility and more.  While there are many methods to achieve success, my experience over twenty years has validated that having a "coach" to lean on can help to keep emotions in check and prevent drifting into strategies that are neither fitting of one's risk tolerance or their personal investment policy.

I also assume that those who have successfully built wealth over the years have valued relationships that have helped them to get to this point.  However, transitions such as divorce, job changes, retirement, or the passing of a business partner or love one are often complex and may require additional support based both on dignity and due diligence. 

My team incorporates a holistic and proactive approach by partnering with established independent CPA groups. legal teams, and access to our associated virtual family office which consists of thought leaders throughout the U.S. within their personal discipline (real estate, law, charitable giving, business succession planning, etc).

Our office provides investment management in a fiduciary capacity.  There is never a conflict of interest as we are independent of any of the major Wall Street firms, banks, or insurance companies.  This includes insurance based contracts as well, such as annuities, life and long term care plans. 

Finally, we operate through NewEdge Advisors, a national network of well established wealth management teams.  Our relationship provides access to custom portfolio management strategies directed by the NewEdge Wealth team, who you'll find sharing their economic reviews on various financial news networks seen on your tv or laptop throughout the day.

Feel free to reach out to set up your complimentary session to determine if you too can improve your the likelihood of achieving your best outcome in life!