Goals Driven Wealth Management
We are driven by purpose. Goals Driven Wealth Management is the disciplined process we have created that ensures our client’s unique needs, concerns and goals are incorporated into every aspect
of the wealth management process. We invest the time to truly understand our clients from the ground-up, listening to what matters most to them and what they want to accomplish.
Each client receives a written, personalized financial plan that focuses specifically on each key element
of their financial picture (investments, tax, estate, risk management and life goals), as prudent.
Those key findings, unique to the respective client, are the driving (and only) forces we use to help
connect them to the most appropriate investment and financial strategies.
Together, we update that plan as our client evolves and changes.
first thing's first
it's all about you.
We listen. We learn about who you are,
and what matters most to you.
Set & Prioritize goals
We help you organize & simplify your financial life and construct meaningful goals & outcomes
Develop your game plan
We outline what it takes to meet each unique goal and stress test it to build confidence & peace of mind
Each client's custom needs drive our recommendations.
No client portfolio is the same.
monitior & review
Client financial plans are living documents that are constantly updated & reviewed as our clients needs evolve.
A COMPREHENSIVE APPROACH
Many advisors manage money, but we believe this is only one piece of the equation. It is rare to find an independent advisory team that has the education, professional certifications and experience to provide elite, interdisciplinary advice. We are among the few. Our Principals work with clients to create dynamic,
multi-faceted strategies so that each moving piece is well-aligned
with your vision and values.
Our Certified Financial Planners™ help clients build purposeful, measurable and agile plans. Without a personalized, dynamic plan, investments are meaningless.
Disciplined, steady and cost-conscious. We employ Nobel-Prize winning fundamentals of Modern Portfolio Theory, which suggest investors can reduce risk and may increase return through globally balanced, well diversified portfolios with exposure to various asset classes.
Our Principals hold the Certified Public Accountant (CPA) and Enrolled Agent designations, offering a wealth of knowledge in personal, business and trust tax advisory and planning. Integrating investment and tax strategies just makes sense. Period.
Clients face a myriad of risks that can derail even the best-laid plans, including life expectancy, health care and untimely bear markets. Our financial plans simulate client-specific risk to better manage the unexpected and provide peace of mind.
Nearly everyone can benefit from a structured, well-designed estate plan. Our Principals offer valuable counsel and guidance to manage our clients' specific estate planning and wealth transfer issues, concerns and needs.