“The effects of compounding even moderate returns over many years are compelling, if not downright mind boggling.” -Seth Klarman
Focused on Maximizing After Tax Wealth
The power of compounding investment returns has been celebrated by Warren Buffett, Albert Einstein and many other brilliant minds throughout the years. We believe that clients are best served when their financial advisors are focused on maximizing after-tax wealth. Failing to address one’s potential tax-burden over the long-term is a myopic approach and does not take into account the linchpin to sound financial planning -- tax-efficient planning.
Poor tax planning interrupts the power of compounding that successful investors have used to build their wealth. Many financial advisors have ignored the benefits of tax smart investing and their clients have suffered for it.
By combining our comprehensive investment experience and by using forward-thinking strategies to help our clients achieve their financial goals, we’re consistently able to help our clients make the most out of their money.
The Value of a Dedicated Advisor
According to Vanguard's Study, working with an advisor has the potential of adding 3% to your return annually. Through long term planning and adherence to logical instead of emotional investing decisions, we help our clients make the correct choices to grow their wealth.
Integrated Financial Management
The average investor may have a financial advisor who handled their investments, a CPA who handles their taxes, and an estate planning attorney who handled their estate documents. These three entities need to be on the same page to assure the best overall outcome for the clients. The problem is that we have found that most often they are not.
This is why we direct and lead all three of these vital aspects of a client's life under one roof so that there is a comprehensive plan that works correctly without conflict.
We Focus On Education
It’s important to be in-the-know when it comes to any important financial decision. Part of feeling in control over the process is having a sound understanding of the various strategies available to you and understanding their outcomes.
As an independent firm, we do not have any proprietary products or biases. Our advice is based solely on our duty to act in the best interest of our clients -- you. We strive to offer objective best-practice advice that exceeds industry standards.
Personalized Client Experience
Each person that we work with is unique, you’re not just another account number on the books. We get to know who you are, what your goals are and touch base with you frequently to make sure we’re still on the same page.
We dedicate a significant amount of our time to working directly with our clients to make sure we develop the most prudent, tax-efficient strategies to propel you towards achieving your goals.
