Every business will tell you they're different. The banks and large brokerage firms talk about their size and their global resources. Brokers will tell you how they can find you the best investments. And financial advisors shout about how they have more technical qualifications than everyone else. But there's one thing they don't like talking about...
We believe the traditional wealth management model is broken. It’s focussed on products, not what they can help you achieve. And it’s serving the needs of those selling these products, rather than those investing in them. Sure, you’ll want to know what to invest in. But will that mean you can spend more time with your family? Will it stop you worrying and make it easier to sleep at night? Will it help you enjoy the retirement you really want? We’ll have a relationship with you, not your money.
We Focus on You and Your Ambitions
We made a decision to do things differently. To break the mould and focus on helping our clients achieve the things that matter most to them. What we've created is frighteningly simple but it works. We want our clients to make life count.
The 3 Things That Make Us Different
We Focus On
Smarter Financial Planning
We'll look into improving your retirement income, cash flow, tax-efficient withdrawals, asset location, employee benefits, Social Security and Pension options, 401(k)/403(b) considerations, insurance, healthcare, wealth transfer options, and much more.
We'll review the options to lower your taxes and work with your CPA to execute the plan.
We'll work with your estate planning attorney to make sure all your legal documents are in place.
An Investment Approach That Works
The surprising truth is that most people don’t invest as well as they could.
Evidence Based is our way of investing that’s based on Nobel Prize-winning research, academic evidence and most importantly, common sense. It’s about doing a few simple things exceptionally well.
We use Dimensional Funds and build portfolios around our six principles of successful investing. It works and significant research proves it.