Let us help you create an investment plan around your goals.

Not ours.

If you are just starting out, have extensive experience or simply looking for a little guidance along the way, our professionals can help you define an investment plan built around your goals. Let us show you how our approach invests in outcomes, not products.

Our Passion: Helping you make the most of your money.

We are not a robo-advisor, a bank or a big stuffy investment firm. We’re just the right size. Our firm has all the capabilities of the largest wealth management institutions delivered by our team of local professionals.

Investing Shouldn't Be Hard. We Keep It Simple.

Our
Approach:

We Learn About You.

What are your goals? College? New car? Down payment on your dream home? Retirement?

We Build An Investment Plan.

We are passionate about building personalized investment plans built around your goals.

We Get To Work.

We leverage technology and our dedicated team of local professionals to help you keep your plan on track.

Our Investment Philosophy.

We believe investors should have access to investment strategies that increase the likelihood of meeting their goals. Our investment approach prioritizes an effort to maximize each dollar invested by selecting strategies that meet a specific selection criteria process and are designed to reduce cost, and increases total portfolio return.

Lower Cost

We value a smart-indexed based investing approach primarily utilizing low-cost exchange traded funds over investments with high expense ratios and costs.

Tax Efficient

We invest in strategies that typically result in a reduced tax liability then that of traditional investment strategies, resulting in more take-home gains.

Global Diversification

Our investment selection process primarily invests in strategies that broadly allocate assets in a diverse portfolio of both international and domestic asset classes.

Transparent Advisory Fees.

Quartery Advisory Fee
1 %

Our typical Investment Advisory Fee for investors with assets up to 500k.

Weighted Avg.Net Expense Ratio*
1 %

We select investment strategies that are designed to keep more of your money working hard.

*Vanguard CRSP 60% Equity/ 40% Fixed Income Portfolio

Advisor and planning Access
1 %

Our Investment Advisory clients are able to take advantage of all Financial Planning and concierge services.

Try Virtue, our goal planner and see if you are on track for the retirement you want.

Contact us to learn if rolling over a 401(k) makes sense for you and your retirement goals.

Want to know if your current investment portfolio is operating at full speed? Contact us and we will give you an honest review. No angles.

Get in touch with one of our professionals.

 Call 860.432.9043 or schedule a meeting today.