Our Approach

Wealth creation and preservation

Investing can be a complicated world and our team is committed to simplifying it in a way that benefits you – our client.

We pride ourselves on being true trusted advisors – we are there with you every step of the way, leveraging years of experience and insight to help you accomplish long-term financial goals.  Our strategy and approach is rooted in a belief that wealth creation must be balanced with wealth preservation practices, and that a sensible mix of these strategies will lead you on your path to financial freedom.

Our long-term focus is on investing in income-bearing blue-chip stocks and fixed income vehicles, while never losing sight of the growth aspect of our portfolios. We firmly believe that active, daily management of assets through a disciplined process maximizes opportunities and mitigates risk. Prior to buying and selling securities, we identify our entry and exit points based on proven analysis of the price history of each stock to eliminate emotions, which fits our objective-based model. For more risk tolerant, heavier growth-oriented clients, we add high-potential positions and assess certain financings in small-cap companies.

Our focus on building long-term relationships with our clients allows us to develop a deep understanding of needs, motivations and goals. As a result, we have helped families, professionals and entrepreneurs achieve financial success that allows them to leave a legacy behind.

Long-Term Wealth Management

While we actively manage assets daily, we always ensure that there is a broader long-term investment plan in place to help fund your goals. Every client is different and is motivated by different life events – whether education, retirement, major purchases, travel or career changes.  Whether it is through a retirement assessment or an analysis of a severance package, we work with you to understand your goals and help you achieve them.

As part of this commitment, we partner with Richardson GMP’s in-house Tax & Estate Planning group to provide our clients with a strategic and comprehensive approach to customized wealth planning. Our team of experts specialize in tax and estate planning strategies, financial planning, business succession, philanthropy and numerous insurance solutions.

As a team, we work together to build you a detailed roadmap that guides the path to achieving your financial goals.