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, from large institutions to 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.
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 & Registered Investment Advisor
We Work Hard For You
Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, We’ve worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today, and to help ensure its endurance for future generations. We’ll do the same for you.
We can offer you an array of personalized services, support and guidance that can help make a positive difference in the pursuit of your financial goals.
We provide you with the personal service that a larger firm may not offer. We are a service-oriented practice providing meaningful relationships to clients of all sizes, from the individual to the large corporation; specializing in retirement plans.
We firmly believe in communicating with our clients on a regular basis. Perhaps nothing is as important as keeping you informed of timely and relevant market events. To that end, you should expect to receive periodic updates, newsletters and other mailings from our office. This is just one more way to maintain a flawless standard of excellence for each of our clients. Likewise, it is important for you to keep us up-to-date as to how well you think we are doing and if there have been any changes in your goals.
Let us be your beacon to financial independence.