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
Try this strategy to save on taxes in retirement
People naturally want to minimize their taxes in retirement. Instead, what often happens is the opposite: Retirees too often face an abrupt and unexpected increase in federal income taxes due to large accumulations in tax-deferred accounts like IRAs and 401(k) plans….read more
Financial advice: Prioritizing competing savings goals
Our financial planning practice recently met a couple in their 40s with two young children. After discussing best practices for savings rates and coming up with an initial retirement plan, they settled on a sum to squirrel away every month for the future….read more