Philosophy

While we do focus on the entire financial planning process, we believe asset management is the most critical piece of the pie. Unfortunately, over the years, it has been relegated to robo-advisors and passive investing strategies.  The growth and protection of one’s assets has far reaching implications whether it is for retirement, college, philanthropy or leaving a multi-generational legacy.  We employ an asset management process using a multi-factor trend following methodology with a goal of growing AND protecting your assets in the most tax efficient way possible.  Finally, we are diligent in the tax planning / preparation process. Tax burden reduction helps drive a healthy bottom line!