Our Mission

We help people spend their lives doing what they care about most – whether it’s family time, work, travel, hobbies or giving to others.

 Core Beliefs

  • Our goal is for our clients to feel less stress and anxiety and to learn to view their assets as tools to reach satisfaction and fulfilment in their lives. Money is not an end to itself, but a powerful means to reach your personal goals and to spend more time doing what you value. Money can be an adverse presence in people’s lives and we aim to reduce negative feelings about money and enable positive, empowering views about the role of money in life.

  • Having managed portfolios large and small for thousands of investors over decades, we know the ins and outs of creating high quality investment portfolios. We believe sophisticated expertise should be available to all investors, whether you have a complex investment situation or your situation is more straightforward.

  • We combine an advanced knowledge of financial planning with deep respect for each individual’s personal situation and values. We can help you find the approaches that work for you and avoid unnecessary, expensive, or overly complex financial strategies.

  • We do not sell products. As a fee-only financial advisor, our compensation is only from the investment management or financial planning fees paid by our clients. We receive no payments or commissions from third parties like mutual fund companies or other vendors. We feel this minimizes conflicts of interest and is the most objective way to provide financial advice.

Clients We Serve & Our Specialties

  • Busy Professionals Who Need More Time for What They Care About

    Some professionals feel quite confident in their finances, but lack the time to properly plan their life goals and money. Others find it hard to commit to spending money on the areas they value most. Our tailored service guides you, step by step, through the areas that matter to you, saving you time, expertly helping you maximize your assets.

  • Retirees or Near-Retirees Who Want to Focus More on What They Love

    The retirement phase of one’s life can be challenging, with so much more flexibility and time. Our approach focuses on first helping our clients envision and plan their ideal retirement, then helping them find the right balance of spending, gifting and investing that will safely support the way they want to live.

  • Money Worriers

    More people report money as their top stressor than anything else. If you feel burdened or guilty about your financial decisions, you are not alone. We can help you put a positive spin on your relationship with money, coming up with a plan to pay off debt, save for college, or whatever financial goals are appropriate for you.

  • Complex Investment Portfolios

    With two decades of experience managing thousands of portfolios, we specialize in complicated investment portfolios. If you are inundated with different accounts and investments, and lack a cohesive plan to bring them all together and work in tandem, we can help.

  • Tax-Efficient Charitable Giving

    Donating securities, establishing a donor-advised fund or integrating individual stocks are some of the ways that we can help passionate philanthropists increase their giving over time, while lowering tax bills.

  • Sustainable Investing

    Since 2017, we have been evaluating how one can make a measurable difference in the world with one’s investments, while also generating competitive returns. Our Sustainable Portfolios incorporate sustainable investment strategies, aim to facilitate positive change in the world, and offer the opportunity to align investment goals with personal values.

Frequent Travelers - If you love to travel, you have come to the right place (we love to travel too). We can help you maximize your finances so that you can see all of the world you want, on your schedule.