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About Us
We Believe in Building Great Relationships and
Having the Courage to Ask Better Questions
our core values
- Putting our clients first, always
- Transparency
- Entrepreneurial Spirit
- Education and Demystifying
- Enjoying Life and Having Fun
- Being Grateful
- Finding Solutions
- Giving Back
meet our team
Executive team
Our executive team is your home base, your go-to for all your financial needs. We are backed up and supported by numerous industry experts to cross check your situation for relevant tax and legal consequences, executed by the best technology and secured by the leading custodian. We are here for you and you are number one.
Custodian
Charles Schwab is our selected custodian for all our clients’ accounts and for good reason. Schwab custodies more than $2.8 trillion in assets which is more assets than the top three competitors, and they offer superior investment protection.
Compliance & Legal team
Our goal is to ensure we are on the front end of legal and compliance changes within the financial services industry, so we have Compliance Recourses and a team of legal consultants on our side, working for you.
Technology & Research Team
Technology is ever changing and with our tech and research team we can stay on the cutting edge. From our mobile app, to our block trading, and our in-depth market researchers and reporting, we strive to bring you the best of what’s available today.
Tax & Legal Consulting Team
As we aim to look at your entire financial life, we work with your tax and legal professionals. Or, we have relationships that we can put you in touch with to help address any tax, legal or estate implications of your financial picture. We look at it as a team approach – everyone needs to be on the same page.
Retirement plan team
Our team of ERISA attorneys, records keepers and Third Party Administrators help to make your retirement plan run efficiently, effectively and in compliance.
Risk Management Team
We partner with some of the leading insurers in attempt to find the best solutions for you. While we have relationships with some of the best, we seek to find the most advantageous fit for you particular goals.
Team Members
