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Our Process

Should we choose to work together?

You’ll come to see that we’re a little different from the other firms. Every day we begin with “is there a better way to do this?” And end with “did we demonstrate leadership on behalf of our clients today?” Our role is to question, to challenge assumptions, and to shed light where there has been darkness for so long.

The hallmarks of "Authentic Wealth Management" are:

  • Critical thinking and creative problem solving
  • A consultative approach
  • Strong technical expertise and a commitment to ongoing education
  • Objective advice without an obligation to buy products
  • Meticulous attention to detail
  • Advocacy on behalf of our clients

We fundamentally understand that our relationship is "bigger than money" –that what is at stake is an experience that is grounded in mutual respect.

You will feel our appreciation for you in our every interaction.

Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.