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WHO WE ARE
A wealth management firm built for clients.
We simplify and navigate today’s financial complexities to create a better world for our clients.
Do more with your wealth.
Our goal is to help our clients navigate the fog that often comes with financial management. From the complexities of personal finance to the hidden structure behind larger firms, we feel that clients have the right to be engaged in their wealth management process, have access to a family CFO and receive transparent, personalized guidance by like-minded independent advisors.
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-Brian Dunckley, President
Financial planning is about much more than investments—it’s about protecting and growing your wealth with a focus on the long term. During a family health crisis in 2008, I learned invaluable lessons about the importance of proactive tax planning. That experience shaped how I approach financial advising. I prioritize the impact of taxes on wealth management and decision-making with all of my clients, particularly when it comes to retirement, ensuring you keep more of what you’ve worked so hard to build.
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-Jay Williams, Vice President
UNDERSTANDING
Our commitment to our clients begins with a solid UNDERSTANDING of your needs. We take the time to learn what your life and financial objectives are and what keeps you awake at night. This helps us understand your behavioral patterns so we can help you make the best possible financial decisions. With a complete picture, we can uncover any blind spots and build a stronger strategy.
ANALYSIS
Once we understand your specific and unique situation, we perform rigorous ANALYSIS of your portfolio, decision making process, preferences and concerns. We assess your assets, risks, shortfalls and opportunities to learn where we can add value, and how we can best deliver that value to you.
COMMUNICATION
A successful plan requires open COMMUNICATION. We want you to understand and be part of the process. We're dedicated to keeping you informed, with continuous monitoring and updates so that we can gather feedback and adapt strategies when needed.
EXECUTION
Your solid financial plan is worth very little to you without proper EXECUTION. We are on the forefront of innovation, leveraging the most powerful technology platforms in the industry, and have close relationships with several institutions, the sum total of which is a powerful and efficient platform focused on delivering maximum value to you.