Our Approach to Portfolio Management
We engage in a thorough discovery process to understand your most important financial goals, as well as other desires along the way. Our portfolio management process is designed to guide you through every financial decision so you can live the happy, healthy, comfortable life you’ve always dreamed of.
Working with our CERTIFIED FINANCIAL PLANNER™ professionals, partner CPA’s and attorneys we work with you to develop a financial plan tailored for your circumstances.
We then manage your portfolio using low cost ETF’s via our custodian, TD Ameritrade.