Personal Financial Planning and Investment Advisory Services
We are a private financial planning boutique and an independent Registered Investment Advisor. We offer fee only objective, customized personal advice to our clients. We do not sell any products nor receive any rebates or commissions from any other institution.
We have received numerous awards for our investing expertise and financial services for women. We strive to provide a clear and simple transition for our clients who have investible assets and seek to achieve peace of mind and financial security. We feel privileged to provide you with a fresh start with investment advisory services that fit your individual lifestyle needs, address your short and long-term objectives, risk tolerance, and income needs.
We also provide a secondary opinion to new clients in order for you to evaluate and assess our firm as your investment advisor. Your needs are our only priority.
How We Are Compensated
Our firm’s compensation is strictly hourly based for financial planning and is calculated as a percentage of assets under management for investment services. All compensation is solely from fees paid directly by clients.
Our firm does not receive commission based on the client’s purchase of any financial product, including insurance. No commissions in any form are accepted. No referral fees are paid or accepted. No benefits are received from broker-dealers, custodians, or anyone based on client securities transactions (“soft dollar benefits”).
Our Track Record
Our expertise is sought after by the most well respected media in the world such as CNN, CNBC, Financial Advisor Magazine, Wall Street Journal, The New York Times, Investment News and Morningstar. We proudly have received the 2017 & 2018 Women’s Choice Award for Financial Advisors and Firms, from WomenCertified Inc, in recognition of being a leading advocate for female consumers, as well as the Five Star Wealth Manager Distinction award for ranking highest in customer satisfaction every year since 2010.