We work with a variety of different clients including individuals, institutional investors, and small businesses.

We are a fee based financial planning firm. We are paid on a percentage of the assets under management we oversee for each of our clients. This fee is dependent on a number of factors with the largest one being risk tolerances of assets.

No, we currently do not take custody of assets. We do make recommendations on which accounts and brokerages to utilize, but we give each client the discretion to choose where they wish to execute the plan we curate.

The primary way we interact with our clients is through virtual means. This includes messaging, phone calls, and video calls.