Independent Fiduciary Wealth Management

Many firms say that they offer "wealth management." But, what does that really mean? To us, true wealth management is always delivered in a fiduciary capacity pursuant to a process customized for your unique circumstances and goals.

From the beginning, we've been developing and refining a consistent, strategic investment philosophy supported by robust peer-reviewed academic research. We believe that a widely diversified portfolio tailored to your unique situation is the key to a successful investment experience. Many investors gravitate toward the next “hot” investment and let emotions such as greed and fear rule their portfolio. Our process combines decades of financial science with customized financial planning to help you make smarter decisions about your one financial life.

The goal of our retirement planning process is to maximize your return while minimizing risk, cost, and tax. We help you make the most of your retirement by combining evidence-based investing with tax-efficient financial planning. Our time-tested process includes an intelligent accumulation strategy as well as a smart distribution strategy. The result is a retirement plan designed to withstand virtually any market and tax environment.