We work with individuals, families, entrepreneurs, and institutions seeking comprehensive wealth management and financial planning. Our clients typically have investable assets of $500,000 or more, though we consider each situation individually based on complexity and needs.

We charge transparent, asset-based advisory fees with no hidden costs or commissions. Our fee schedule is provided upfront before engagement, and we never earn commissions from product sales — ensuring our advice is always aligned with your interests.

Client assets are held with regulated, SIPC-insured custodians and kept fully segregated from firm assets. We never take custody of your funds directly. All accounts are protected under federal regulations, and we maintain additional insurance coverage for eligible accounts.

Yes. Every client receives secure access to our client portal with real-time portfolio visibility, performance reports, tax documents, and direct messaging with your advisory team. You have 24/7 visibility into your holdings and account activity.

We conduct formal portfolio reviews quarterly, with additional meetings as needed for life events, market changes, or planning updates. Your advisor is always available by phone or email for questions or concerns between scheduled meetings.

Absolutely. We coordinate closely with your CPA, estate attorney, and other professionals to ensure integrated, cohesive planning. With your permission, we collaborate directly to align strategies and avoid duplication or gaps in your financial plan.