we’ll grow with you.
We know that how you manage your assets shouldn’t be isolated from how you manage your life. The ideals you value, the dreams you pursue, the lessons you hope to pass on to your kids are all as important to a successful investment program as any spreadsheet, any chart, any data.
an inclusive process
If we’re going to do the best possible job for you, we need to learn who you are. What excites and motivates you? What are your fears? Where do you want to go and who is on this journey with you? This deep discovery will allow us to focus our efforts on what is meaningful to you.
Striking a Balance
Almost all of our everyday activities involve striking a balance. Balancing flavor with calories, horsepower with mileage, career with family life. Everything, it seems, comes down to tempering one impulse with another. And wealth management is certainly no exception. Where is your own comfort point between return and risk?
Intimacy and Influence
We take a lot of care to make sure our clients feel comfortable and relaxed. Our office is homey, and our interactions conversational and jargon-free. But behind the quiet kitchen-table familiarity is the power of our access to Raymond James. From our tidy bungalow on Merrimon Avenue, you’ll be plugged into the resources and insights of a global leader.
in the news
Investing advice: 4 tips to beat the market from Bray Creech
Recently a retired gentleman came to our office to interview us. Although he already had a financial adviser, things weren’t going well and he wanted to know about our process and services.read more
Guest column: The importance of having an estate plan
Many people perceive estate planning as being only for the ultra-wealthy. We believe, however, that estate planning is really about making sure your wishes are carried out during difficult life events, regardless of your wealth or income level.read more