Our Philosophy

Our lives can be complicated and we are very busy. There is so much information that swirls around us its hard to know what to think . Most people tend to believe that complexity is a necessary component to managing wealth. Our firm believes it isn’t.

As partners, we have some 35 years of collective experience in financial planning. We have read hundreds of books, thousands of reports, and interviewed many, many people from all walks of life. From our collective education and experience, we have identified some very strong trends that wealthy folks have employed along the way. Strategies that do not rely on market timing and not even that much on market performance.

Sure, anyone who buys a lottery ticket might win, but any student of math knows there is likely a much more effective way to invest! In studying the trends and speaking with lots of people who have built a solid wealth base, we have found common traits that have worked for them all.