It’s all about you

A Personalized, Detailed Approach

Our Process

A Tailored Approach

We offer a personalized, detailed approach to uncovering what wealth means to you and your family by defining your unique wealth plan and what it can do for you. We’ll help you confirm the level of professional expertise and service you require on your journey to build and implement your wealth plan.

Wealth Design - Discover

1. Listen & Discover

Let us uncover what your wealth actually means to you and your family.

Wealth Design - Perspective

2. Gain Perspective

We understand your wealth and its many implications, opportunities, and solutions and then how to plan for it well.

Wealth Design - Set & Track Life Goals

3. Set & Track Life Goals

We test our thinking for your strategic wealth plan by running financial models of your current and alternative strategies.

Wealth Design - Be Committed

4. Assess & Be Committed

We like to meet regularly to assess progress toward your goals, to confirm that we’re on track and to leverage market opportunities.

Wealth Design - Enjoy

5. Enjoy

We help achieve outcomes that improve your life and wealth, now and for generations to come.

Wealth Design | Investment Strategy
Investment Strategy

Focus on Counsel

We focus on counseling our clients on how they can best reach their financial goals.

We help our clients make smart decisions about their money. We don’t focus on market trends or make predictions about stock prices or manager performance. We believe that our clients have a better chance of reaching their financial goals if we also minimize costs, manage taxes, and appropriately diversify their investments. Most importantly, we employ a goals-based investment strategy to keep our clients focused on where they want to go and what they can and can’t control along the way.

Our investment philosophy has four core areas–each one designed to help our clients understand how their specific goals relate to their portfolio allocation.