130 Middle Street,
We take a values-driven, personalized, collaborative, and strategic approach to investing and wealth management. We begin by learning everything we can about your financial goals, life experiences, family, comfort with risks, and more. Then, we roll up our sleeves and get to work with you by our side.
We serve as the epicenter of your financial life. We appreciate that everything is connected, which is why we collaborate with our clients’ other professional advisors to provide seamless solutions in one place.
Trends? We don’t follow those. We build value-oriented, balanced, and globally diversified portfolios and make decisions based on long-term fundamentals rather than short-term price considerations.
In working with you, we pledge: honesty, integrity, competence, trust, respect, hard work, balance, and yes, a dose of humor to keep life fun.
We are independent registered investment advisors with a fiduciary responsibility to act in your best interest. We do not accept any fees or compensation based on product sales or corporate oversight. We eliminate these factors and use a fee-for-service model.
As fiduciaries, we are legally bound by the Fiduciary Standard. The five core principles of the Fiduciary Standard are: