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Collaborate

with specialists.

Agnostic design principles

Investment & Lifestyle Plan Management means something different for each client of ours. Being able to access and source the broad universe of investment and planning vehicles, allows us to utilize THE BEST for the conversation at hand.

Comfortable Experience

Your preferred method of interaction will be met with white glove service and follow through. Come share a cup of coffee or cold refreshment in our renovated modern offices or hop on a video call from the comfort of your office or home.

Innovative technology

Our Partners have the latest technology at their fingertips. Wether you need instant access to your accounts, real time consolidated reporting, mobile platform abilities or the desire to run scenarios on your Lifestyle Plans on the spot, we have you covered 24/7/365.

Pro Active Strategies

By always approaching our relationships with a holistic, integrated and collaborative manner, our partners can count on us to work tirelessly on their behalf, to be proactive and innovative in finding the best solutions .

Superior Communication

Access. Transparency. Mobility. These words echo throughout our relationship with our Partners. Reach us through chat features, text messages, video conferencing or by the old fashioned telephone call and in-person meetings. We are here when you need us.

Transparent Discussion

We believe you have the right to know how your Plan is progressing. Transparency is provided at every level. We want you to understand the value we bring. Periodic review processes are performed to hold our plan accountable but to also jointly ensure that fees and expenses are fair and reasonable for the relationship.

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Meet Ellie / Dentist & Mother of 3

My Dental Practice is growing and I was concerned that the Retirement Plan and Wellness program isn’t up to par with the latest and best practices for my employees and myself. Further, I wanted to find a trusted Advisor & Firm that could handle both my Professional needs and my Personal desire to get my investments and finances organized.  I wanted purpose with a plan. Finally, I needed someone to make the experience comfortable, somebody who would listen to what I wanted and someone who could speak to my Husband and I with compassion and grace.

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Meet Oliver / Architect & Father of 3

My main objective was to find an Independent Investment and Planning professional that could help our Family Grow and Protect our hard earned assets without the hassle of multiple in-person meetings that required digging out all our paper statements for review. I am busy, my time to my Firm is valuable and so is my time with my Family after work hours. I wanted a Human Advisor with a High-Tech Services Suite that would be accessible when I needed it and is transparent and reasonable on their Fee Schedules. I wanted to see what the next 20 years could look like and an Advisor that will be with me for the long haul.

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Find your inspiration.

“Dare to live the life you have dreamed for yourself. Go forward and make your dreams come true”

Ralph Waldo Emerson - Philosopher / Poet

“In life’s journey, having the ability to predict the future gives us an unfair advantage. If we can understand the laws of cause and effect, anyone can predict the future. What we do today leads us to tomorrow’s destination. Why does this simple truth seem to be difficult for most people to understand?”

Celso Cukierkorn - Best Selling Author

"The Best Way to Predict the Future is to Create It."

Abraham Lincoln - 16th US President

“The secret of getting ahead is getting started. The secret to getting started is breaking your complex overwhelming tasks into small manageable tasks and then starting on the first one.”

Mark Twain - Writer / Entrepreneur

“Our goals can only be reached through a vehicle of a plan, in which we must fervently believe, and upon which we must vigorously act. There is no other route to success.”

Pablo Picasso - World Renowned Painter

Partners in the Process

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A LISTEN FIRST APPROACH

Converse

Our first commitment to our Partners is to hear them. By listening first, we can begin the journey together with a clear understanding of the objectives you value most and the future you envision for your family and your business.

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ENHANCED OPEN-ARCHITECTURE & INNOVATION

Curate

Approached with a holistic, integrated & collaborative manner. Open architecture allows access to a broad universe of investment vehicles. Every viable investment option and opportunity are on the table.

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PRUDENT, DISCRIMINATING ALLOCATORS

Implement

Solutions Agnostic, combining active and passive strategies, and recognizing cash as a position. We pride ourselves in patience when deploying capital to the arsenal that has been fine-tailored to suit your style, pace and path.

PROTECT. SCALE. CAPITALIZE. REALIZE.

Monitor

Portfolio and Plan Construction are vital at the onset and throughout the implementation timeline; however, proactive, diligent and disciplined monitoring is key to realizing those successes.

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YOUR RIGHT TO KNOW & UNDERSTAND

Evaluate

We want you to understand the value we bring. Transparency is paramount. A periodic review process to not only hold our plan accountable but to also jointly ensure that plan related fees and expenses are fair and reasonable for the Partnership.

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Converse. Consult. Service.

Here when you need us. Connect with your Advisor and the Service Teams through interactive screen shares, mobile chat & video conferencing. Text, Call or Click to Call when preferred.

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Access. Transparency. Mobility. Real-Time.

Access. Transparency. Mobility. These words echo throughout our relationship with our Partners. Our Partners have the latest technology at their fingertips. Wether you need instant access to your accounts, real time consolidated reporting, mobile platform abilities or the desire to run scenarios on your Lifestyle Plans on the spot, we have you covered 24/7/365. Find Our Consolidated Partner Login in the Menu at the top.

Relevant. Timely. Informative.

Experience

confidence.