Schedule a private consultation.

There's no need to gather documents before we meet. Simply take a few moments to reflect on your current financial situation, what's on your mind, and what prompted you to reach out. We'll guide the conversation from there.

Our transparent fee structure reflects an ongoing wealth management relationship that combines investment management with comprehensive financial planning.

Our advisory fee is calculated using a blended schedule, where each rate applies to the assets we manage within that tier.

• 1.00% on the first $2,000,000 we manage
• 0.75% on assets between $2,000,000 and $5,000,000
• 0.50% on assets between $5,000,000 and $10,000,000
• 0.40% on assets above $10,000,000

Our minimum annual advisory fee is $8,200. As a fee-only fiduciary, we do not receive commissions or compensation for recommending financial products.

Our approach is straightforward, thoughtful, and collaborative. This is a safe space where you can ask questions, speak openly about what’s on your mind, and work through financial decisions without judgment. Our role is to be a steady, objective partner who can simplify the complex, reduce stress, and is always on your side.

Many financial decisions aren't made during calm, predictable seasons of life. They're made during career changes, retirement, divorce, receiving an inheritance, selling a business, becoming a parent, caring for aging parents, or losing someone you love.

Those moments require an advisor who understands both the financial and human side of decision-making.

That's why we combine comprehensive financial planning, evidence-based investing, and psychology to help clients navigate life's biggest moments with thoughtful guidance and a long-term perspective.