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
Financial planning: Your year-end to-do list, for balance and giving
I love making lists. I’ll make a list for anything: what to do at work, what to do on the weekend, what to worry about, what not to worry about. Compulsive list-makers know that lists keep us focused and that it’s incredibly satisfying to cross things off as we complete them. There are worse habits, right?read more
Approaching retirement? Heed these tips for financial management
Recently I was talking with some friends, a lovely couple in their 60s who are contemplating retirement in the near future. Like many baby boomers, their retirement will not be supported by a pension.read more