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"Investing should be more like watching paint dry or watching grass grow.   If you want excitement, take $800 and go to Las Vegas."   - Paul Samuelson

Education is the key to transparency and we want to help you understand our investment process and strategies because these important financial decisions directly impact your life.  Once you have a thorough understanding, we’ll make recommendations on strategy allocations and implement your personalized plan so you can live your life by design, not by default.

Then, as your investment goals evolve, we will work with you and make adjustments to your strategy, as you travel through your financial journey.   Although everyone’s path is unique, three major phases emerge through adulthood and each stage requires thoughtful financial planning and strategic investment choices: Build a Foundation,  Use Your Wealth,  and Make it Last.

Build A Foundation

The growth phase of your life, with increases in income, household participants, and larger, more permanent purchases in life.  We'll help you select from our active and passive strategists to grow your asset base. 

Use Your Wealth

The spending phase of your life, with increased demands on your time, more complexities in your life, and greater need for resources.   Manage risk with our strategists that offer downside managed,  hedged, and tactical allocations. 

Make It Last

The sustaining phase of your life, focused on ensuring your money lasts longer and works smarter to provide you with confidence throughout your retirement.  We have strategists who can help with portfolios offering targeted-distributions, and inflation focused allocations.