For some, navigating the world of investment management can be daunting – understanding mutual funds, stocks, ETF’s, bonds, and various financial strategies can be a little overwhelming. Some are comfortable balancing the risks involved and making big investment decisions on their own.

Faced with so many options and decisions, others might not be so comfortable. It’s a big world, and there’s a lot to be done – sometimes we either don’t have the time, or we just aren’t interested in trying to assimilate so much information. Again, however, this is totally okay.

As a Certified Financial Planner™ (CFP®), we’re here to manage your investment and financial strategies for you.

We are bound by the ethical considerations of being a Certified Financial Planner’s™ (CFP®), we won’t surprise you with surprise charges or hidden fees.

Here’s a brief summary of what you can expect:

  • We invest according to the goals specified in your financial plan.

  • We charge 1% per year on the first $500,000 we manage.

  • We charge 0.5% per year on your portfolio value over $500,000.

We aim to be as clear and transparent as possible. We pay close attention to your needs, offering investment management strategies that coincide with your financial plan. This allows to us to implement strategies that coordinate asset allocation and investment selection with your financial plan.

When investment management seem daunting, we are here to help you take control.