No! Our clients are high earning families and professionals who have a wide range of net worth and investable asset levels. We work to develop long term relationships with clients that extend well beyond investing.

We do not. We are “fee-only fiduciaries”, which means we must act in each client’s best interest in all scenarios. We do not make commissions, referral fees, or any other payments in addition to the planning and/or advisory fees disclosed in our client agreement.