We believe that money is more than just a number. What’s your wealth of life?
Market cycles? We've seen them all
When you love what you do, you do it better
Our team's credentials include:
8 CFPs
3 CFAs
6 Masters Degrees
We combine decades of comprehensive financial planning experience with academic rigor and real-world smarts. That gives us a perspective on wealth management to put our clients on the right paths to success. The result is powerful: knowledge that your investment and financial plan are deeply integrated, and absolute confidence in your ability to navigate whatever comes up in life.
There is no one-size fits-all-approach or solution to understanding your situation and developing a plan of action to get you to where you want to be. We believe in digging deeply into what makes you, you, and relating to all the challenges — financial and otherwise — that you’ll face along the way. You have specific planning and investment needs and we have a team of specialists who understands your situation, can talk through the issues, and will work with you to provide guidance, support, and direction as your life and goals evolve. Are you interested in learning more? Let us share with you how we can work together.
In this version of Currents, we talk more about ESG and our mission to provide a Sustainable Portfolio, whether government debt still matters and reflect on the past year’s challenges.
Read moreIn our Fall 2020 issue of Currents, we talk about ESG investing, the best financial practices for busy doctors and how record low interest rates impact portfolio diversification.
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