Broker Check

A Personal Financial Website

Organize - Know - Monitor - Collaborate

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Our Approach

As your financial advisor, we take the time to understand what you want out of life and how you feel about wealth. We organize all of your personal and family financial information in one place. Our years of experience are couple with a comprehensive approach and sophisticated technology. We consolidate your information and present it in a way that is easy to understand and available to you any time, day or night.

Our Process

We start and end with your dreams. Once we know what you want out of life-for yourself and your family-we evaluate where you are relative to your goals. We can then recommend and implement strategies to get you where you want to be. We continually monitor your financial situation to ensure you remain on track to achieve your goals and, we watch over your plan so that you can live your life.

Technical Design

  • Deeper Insights - Traditional wealth management firms typically report information showing a "snapshot in time". We update account values nightly so that our analysis reflects current market conditions.
  • Monitoring Your Progress - Our global up-to-date view of your financial world can help improve overall performance and enhance your lifestyle.
  • Monitoring Your Goals - We will monitor your progress towards your goals, giving you the kind of security your deserve.
  • Without Lifting a Finger - We anticipate, warn and remind you of the financial factors that may impact your ability to achieve your goals.

Invaluable Services

We make your life easier, both on a daily basis and particularly in a time of crisis. All of your financial information is secure and protected. Unlike online banking, shopping or bill pay where money can be moved, our system is non-transactional.

  • Personal Financial Home Page – is where daily updates of all accounts are in one place - secure, but available to you at any time and any place with an internet connection.
  • Aggregation - provides a consolidated view of your entire financial world.
  • The Vault - is an online secure storage facility that stores and protects valuable personal documents such as wills, trusts, insurance documents and passports in an electronic format. Clients have found the online vault to be tremendously useful in times of crisis or natural disaster when hard copies of valuable documents or memorabilia are no longer available.