Different

We look to make a difference in all that we do: for our clients and in our profession.  One of our rewards, while doing what we love, is knowing that the impact of our advice is greater because we have chosen to serve individuals committed to making a difference in their lives and the lives around them. And to serve Difference Makers requires a Firm that is itself unique.

The first thing that differentiates us is the experience level of our team.

Our Founding Partners have over 100 years of work experience in wealth management. We’ve seen a lot. We’ve experienced great wins and also learned painful lessons from our own mistakes. This is a business where experience matters. And because of how we run the Firm, clients benefit from the expertise of all senior partners -- not just their relationship manager.

The second thing that differentiates us?  Our beliefs.  We believe:

  1. ...in personalized advice (said differently, we believe that one size fits nobody!)
  2. ...simplicity is mission critical (this requires experience; not 80-page "financial plans"!)
  3. ...in having fun along the way! (we love what we do -- why not have fun?)

We want to know more about you.  Tell us, what do you passionately believe in?

P.S. We also believe in using technology to make our lives easier -- for example, in our business we try and use technology to be paper-free which is both good for the eco-system and reduces clutter!