Are We Different?
We are in the business of serving people. Everything we do centers on helping you pursue your financial goals. We believe our firm stands out from other wealth management firms for a variety of reasons:
A Self-Imposed Fiduciary Standard
We maintain a fiduciary obligation in all that we do. This means that we aim to act in your best interest, not ours and disclose any potential conflicts of interest. As a result, we strive to instill confidence so you know we are working for you, not a product carrier or firm.
A Behavioral Process
Even the best financial plan isn’t effective if your emotions won't allow for its growth. We rely on a behavioral approach to our financial planning process, using the Evolve Wealth Management System and multiple other advanced tools. We develop your personal financial strategy that is designed to evolve over your lifetime as your needs and goals change.
Emphasizing Risk Management
We approach financial planning and investing through a risk management lens. We focus on potentially minimizing loss, rather than maximizing returns. By evaluating any gaps in your coverage and utilizing alternative investments that don’t rely on the markets going up to gain returns, we proactively work to help reduce your exposure.
An Advanced Investment Management Approach
We understand the market complexities today’s investors face. We focus on sound economic philosophies and using non-traditional investment vehicles. We strive to allow you to participate in the potential upside growth of the market while employing strategies to potentially reduce downside loss.
Compensation Options
We believe that flexibility and client value should drive our compensation. Depending on the services performed and the type of relationship that they prefer, we offer three different compensation options:
- Fee-Based: Our compensation is based on a set percentage of your invested assets.
- Financial Planning: We can provide financial planning on an hourly basis for a set fee.
- Commission: We receive a fee to execute a trade or provide an insurance policy on your behalf.
Select Client Base
We are a small boutique firm and we deliberately keep it that way. Our size allows us to provide personalized insight and extensive service throughout your life.
Education & Training
In an ever-changing industry, education is important. Beyond the advanced credentials our founder currently holds, including a Juris Doctor degree and the Accredited Investment Fiduciary® certification, we always looking for opportunities to expand our knowledge. We never stop trying to improve, whether it’s staying up-to-date on market trends or pursuing continuing education.