Imagine having complete peace of mind about your most important financial concerns.
Imagine a team of seasoned independent experts devoted to knowing your story, your dreams, your concerns, and your expectations as they work with you to navigate today's complex financial landscape to make sure your most important goals are achieved.
Imagine a Personal CFO supported by a diverse team of independent experts continually engaged with you to ensure your financial life does not interfere with your personal life.
Imagine a cohesive strategy that includes not just investment management, but one that simultaneously addresses your own specific advanced plan including estate planning, insurance planning, tax planning and family and charitable gifting.
We all know from real life experiences the value and benefits of working with a team. As our client's personal CFO, we utilize a highly skilled multidisciplinary professional network to leverage our core competencies. This allows our clients to efficiently address any potential financial concern they have.
Considering working with a new financial advisor is a big decision. Therefore, we always begin any potential engagement with a complimentary "second opinion." During this discovery process, we review your current relationship and strategy to identify any gaps between where you are now and where you'd like to be. Only then will we know if we can make a real difference in your life. After we provide our analysis and recommendations, you will know if your current advisor is still right for you or if you should consider making a change. Regardless of our recommendations, there is no cost or obligation on your part.
We work with a select list of North Bay families and family foundations whom we develop deep long-lasting relationships. We've found this focused approach delivers the value our clients deserve and enjoy.
We are currently managing approximately $600M in client assets and are committed to the approximately thirty relationships we currently have. That being said, we are eager to partner with like-minded families and family foundations that have accumulated significant wealth and who are looking for a world class experience. An ideal new relationship typically involves between $10M and $100M in investable assets.
Our comprehensive fee is based on a percentage of the assets under management and can range between 0.5% per year to 1.0% per year. We do not charge hourly or performance-based fees.
There is nothing more rewarding for us than to have a meaningful long-term relationship with our clients.
We encourage you to contact us to set up a time to meet or download our Wealth Management Brochure below.