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Fee-Only Wealth Management

Comprehensive and built for you.

Financial Planning

Our end-to-end financial planning is focused on moving your goals from the drawing board into reality.
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Business Planning

As your business advisors, we help build a strategic roadmap that encompasses your business, personal wealth and legacy.
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Tax Services

More than filling out 1040 forms, our proactive tax planning finds more tax deductible items, creates tax-advantaged situations and teaches you how to reduce taxes for greater savings in future years.
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Private Wealth

Our Private Client Program focuses on individuals and families looking for a personal customized solution to their family wealth.
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Investment Management

Historically, investors could depend on a traditional 60/40 portfolio for diversification. Today, changing policies and macro dynamics have shown that traditional asset classes are no longer enough.
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Our Process

Discover

To create your comprehensive wealth plan, we must first gain insight into your financial needs and goals. This involves listening more than we talk and asking incisive questions to better understand your life and the things that matter most to you.

Analyze

Next, we gather and review all relevant information, including bank records, financial statements, and tax and estate planning documents, to help us better understand where you are now financially relative to where you want to be.

Advise and Implement

The next step is to work together to develop a long-term plan that’s aligned with your financial needs and goals. We then collaborate with the other members of your wealth management team—for example, your CPA and estate planning attorney—to seamlessly implement your financial plan.

Monitor and Evolve

The process doesn’t end once we implement your plan. Instead, we continually monitor your progress to ensure you remain on track towards your financial goals. In addition, we proactively recommend updates to your financial plan and investment strategy as your circumstances change and tax laws and market conditions fluctuate.

FAQ

  • What is an independent financial advisor?

    Independent Registered Investment Advisers are professional independent advisory firms that provide personalized financial advice to their clients, many of whom have complex financial needs. Because these advisors are independent, they are not tied to any particular family of funds or investment products. As fiduciaries, they are held to the highest standard of care—and are required to act in the best interests of their clients at all times. They are registered with either the Securities and Exchange Commission or state securities regulators.

  • What does being a Fiduciary mean?

    A fiduciary is a professional entrusted to manage assets or wealth while putting the client’s best interests first at all times. Financial advisors who follow a fiduciary standard must disclose any conflict, or potential conflict, to their clients prior to and throughout the advisory engagement. Fiduciaries will also adopt a code of ethics and will fully disclose how they are compensated.

  • What separates us from other financial advisors?

    A combination of independence, comprehensive service, and client focus sets us apart. As an independent Registered Investment Advisor, we provide the best advice for each client’s specific situation and needs without concerning ourselves with the agenda of a parent company. Our services range from financial planning to investment management to estate planning—we can meet a wide range of needs under one roof. Finally, we are oriented toward providing each client the attention and service they deserve. We treat our clients as individuals and not numbers.

  • Where is my money kept?

    In our advisory role, we never take custody of client assets. We utilize Shawb and Fidelity as the custodian of client accounts and as our primary broker. Our relationship with Shawb and Fidelity is an arm’s length transaction with no exchange of funds between Shawb or Fidelity and us. When your account is established with Shawb and Fidelity, you provide us with limited trading authorization on your account. This authority allows us to process trades directly in client accounts.

  • How do I begin?

    Typically, we only need a copy of your most recent account statement and your signatures on a few forms. We will take care of setting up your new account and transferring your assets.

Get in Touch

480-878-2225
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Free Financial Review

We offer a complimentary review meeting to describe our services, and to see if our services are right for you.
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