What Makes Us Different
When you work with us, you’re working with our entire team. We leverage our collective experience and expertise to ensure you receive the well-rounded guidance and knowledge that has been proven time and again to serve our clients best.
We’ve had the pleasure of working with a range of diverse clients, including families and business owners. This agility has allowed our team to hone the skillset required to provide uncompromising financial service.
We develop tailored portfolios and financial plans, seeking out opportunities from a global vantage point and factoring micro- and macroeconomic conditions to develop plans designed to sustain over the long term. Each strategy we employ is intended to balance growth with the appropriate level of risk, while furthering your financial goals.
We commit ourselves to thorough research and an intense vetting process, so you know that the investments and managers we recommend offer qualities that enhance your investment portfolio. We tap into our network of professional contacts and hold frequent calls and visits to ensure their approach aligns with our own.
The advisory relationship should be ongoing, growing stronger with time. We actively manage and review portfolios to ensure they stay consistent with your goals, using the original strategy as a guidepost. We commit our full capabilities as a team to your success, united behind the pursuit of your ideal financial future.
Please keep in mind that diversification and asset allocation do not ensure a profit or protect against a loss.
We have had the privilege of guiding generations of clients, applying a consultative approach to managing the complexities that accompany wealth. Our offerings reflect the distinct needs of the families we serve, including coordination with other professional advisors such as CPAs and attorneys to help ensure our service is in harmony with all aspects of your life. You've spent a lifetime building a legacy. Let our prudent approach help you make the most of it.
With retirees living longer, more active lives, it’s essential for your retirement plan to work for you, helping you enjoy the life you’ve envisioned while also mitigating risk that could make your nest egg vulnerable. We help pre-retirees and retirees overcome the challenges of such a profound lifestyle change.
Whether you’re looking for assistance in overseeing your current plan or implementing a new one, our team offers the attention and resources to guide you through every step, helping you distinguish among seemingly endless investment options, stay current with regulations and fiduciary responsibilities, as well as educate plan participants on their options.
As a business owner, you’ve built something you care about – and you want to see it last. We understand. We’re well-versed in the challenges and opportunities before you. As your financial guide, we help you further your own brand of success by giving you the confidence to focus on what you do best. Our strategies capitalize on our deep resources and insightful analysis and are customized to your needs. The result is a balanced plan interwoven with the details of how you picture your life.
A Word From Brian
Our mission is to provide our clients with the highest level of financial planning and investment management services available and to regularly communicate with those we serve the information and advice required to reach their financial destinations. We provide our services with a dedication to the highest standard of fiduciary care, always putting our clients’ best interests before our own and delivering that care with warmth, friendliness and hearts for service.
Brian Rice, President, CEO, CCO & Investment Advisor Representative
Our personalized client on-boarding process provides a strong foundation for establishing our long-term professional relationship. We invest the time to help ensure all bases are covered, all details are addressed and all parties are on the same page.