Our Philosophy

We believe the four pillars of a successful and enjoyable life are Health, Wealth, Purpose, and Community.  As such, everything we do - the questions we ask, the events we host, and our entire wealth planning process - revolves around helping our clients discover, plan for, and optimize these four areas of their lives.

Who We Work With

We're able to deliver the greatest value to investors who:

*Are age 45+;

*Have between $1-10MM in investable assets and/or earn an income of $200,000/year (single) or $300,000/year (joint) as our financial strategies contain a mix of public and private market investments that require this level of sophistication;

*See value in hiring a team of investment professionals at a top-tier wealth management firm to manage their investments;

*Are committed to improving their personal and financial well-being.

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

How We're Different

Our proprietary wealth management process seeks to optimize the 7 key areas of financial success.  These include:

• Professional Investment Management
• Collaborative Wealth Planning
• Cash Flow Optimization
• Wealth Preservation
• Tax Minimization 
• Trust & Estate Planning Services
• Access to Private Banking through Bank of America, N.A.

Wealth Management Strategy

Our team thinks differently about investing.  Instead of simply asking if you're a "Conservative", "Moderate", or "Aggressive" investor - and then prescribing a portfolio for you - our team considers your actual reasons for investing.  Are you looking to grow your wealth?  Are you looking for income for retirement?  We believe every investor is different and should have a portfolio that aligns with their unique investment objectives.

Our proprietary "Alpha Growth" and "Alpha Income" wealth management strategies seek to deliver on those objectives using factor-based portfolios that are actively managed around the different phases of the business cycle.

Our Process

1. "Learn More" Meeting - a 15-minute phone call to discuss your situation and ensure your needs match our team's strengths

2. Information Gathering - here you’ll share pertinent financial information that will help us to create a baseline financial projection for you

3. Discovery Meeting - during this meeting we'll review your baseline financial projection, ask questions, explore alternatives, and make any adjustments necessary prior to finalizing our recommendations

4. Investment Proposal Meeting - here we'll present your completed financial strategy, our formal investment recommendations, and show you exactly how our team can help improve your finances

5. Implementation - after we confirm agreement we'll get to work implementing your personalized financial strategy