We are a client value-driven and goal-based investment management firm whose mission is about improved life financial outcomes while achieving financial security for one's self and family. Ensuring more financially secure lives is a passion for us. As a private independent firm, we have particular experience working decades for medical doctors, physicians, health care workers, and business owners. Investment minimums for households are $500,000 in investable assets and $3,000,000 for retirement plans and corporate clients.
We work largely by referral only. We also have the ability to work with clients by means of a retainer or hourly fee.