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
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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.
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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.
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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.
Clients We Serve & Our Specialties
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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 and helping you grow your assets.
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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 appropriate balance of spending, gifting and investing throughout retirement.
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Non-Profit Organizations
Managing investment funds is just one way we help non-profits pursue their mission. We also partner with organizations to create and revise their investment policies, align their strategic goals with their financial resources, connect their institutional values to their portfolios, and educate board members on a range of issues including UPMIFA.
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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.
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Tax-Efficient Charitable Giving
Donating securities, establishing a donor-advised fund or integrating individual stocks are some of the strategies we can discuss with philanthropists who want to make the most of their charitable giving and be mindful of taxes.
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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.
