You aren’t an expert, but you know enough about investing to know that you’re missing out on some key opportunities to grow and preserve your wealth.

Some help with investments would be great, but you don’t need help making other financial decisions just yet.

Are you getting what you need from your investments?

Investment Management

You want:

  • Expert management from someone you trust.

  • Access to additional investment options that aren’t available to individuals.

  • Communication for peace of mind.

  • Reasonable fees.

  • Someone to take the technical decisions off your plate.

We have a plan for that.

How about a second opinion?

Whether you’ve been working with another advisor or managing things on your own, schedule a free introductory meeting to go over some broad observations about your portfolio and what we can do to help you improve.

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Perhaps a portfolio tailored to you?

Based on your goals and risk tolerance, we will craft an investment strategy that fits you as a human. We’ll keep it updated and optimized with research-backed strategy from our partners at Fiducient Advisors.

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We’ll take it from there

Active portfolio management has many benefits, like making sure that as your investments grow, they stay balanced with your personal tolerance for risk. And as market dynamics change, we’ll make sure your portfolio does too.

Are you feeling neglected by your current advisor?

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Featured podcast appearances…

Featured
How to Split a Toaster
How to Split a Toaster

In this episode, we offer insights on:

  • How does divorce impact your financial psychology?

  • What are the stages of undoing the experience with a poor financial partner?

  • How can you rebuild your financial life after divorce?

Money Alignment Academy
Money Alignment Academy

On the Aligned Money Show, George and I delved into the reasons people are turning to message boards and social media for financial insight and how advisors can prove their worth to skeptics by providing… value (who knew?).

Financial Advisor Success Podcast
Financial Advisor Success Podcast

  • Learning about how to listen to your gut when you find yourself misaligned with the business you're deeply invested in

  • How to build a team, no matter how small, that truly fits with the trajectory of the firm and proves to be the perfect balance you are looking for…