Insurance and Financial Services
Successfully navigating your financial journey requires a much deeper and personal conversation with not only your financial planner, but also with those actually managing your investments. In our opinion this is the only way to conduct comprehensive wealth management for the benefit of clients. We enjoy educating our family, friends and clients, so that they know what they own and why they own it as opposed to being in a benchmarked portfolio based solely on their risk tolerance. The portfolios we recommend and use here are not driven by a benchmark, nor are they dictated by efficiencies of scale at larger firms.