Frequently Asked Questions

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1. By strictly limiting the number of clients we serve, we ensure clients receive the expertise and attention that massive, volume-driven firms simply cannot offer.

2. We are a boutique partnership that replaces the traditional management fee with a performance-first model, only charging fees when your accounts reach an all-time high. 

3. Our private wealth office is an all-encompassing advisory firm that includes free tax preparation and exclusive private investments, as well as full financial planning. 

Absolutely. We are a full service financial firm established as a private wealth office.

Yes! Our team has 50+ years of accounting experience. 

In most cases, it is a completely complimentary service for our financial planning and investment management clients.

We believe the traditional AUM (Assets Under Management) model is outdated and places no accountability on the advisors.

We utilize a High-Water Mark model, meaning we only charge a fee when your account hits an all-time high.

Yes. We choose to grow deep with a few, rather than wide with many. We strictly cap our client roster to ensure we have the actual hours required to achieve the goals of every family we work with. 

Absolutely. While we offer in-house tax prep, we often act as the "hub" for your other professional relationships to ensure everyone is working from the same playbook. Our goal is to simplify your life, not replace your trusted partners.

Yes, we utilize all asset classes. 

Our clients also gain exclusive access to institutional-grade private equity, private credit, and real estate opportunities often unavailable to the general public. These private deals are a core tool we often use to achieve the goal of driving your portfolio toward new all-time highs.

Absolutely not. Because we limit our client base, we aren't chasing "volume." Our goal is sustainable, long-term wealth preservation and growth. Our fee structure is designed to reward meaningful progress, not volatility.

For your protection, we never take custody of your funds; all assets are held with Charles Schwab, a major, third-party institutional custodian. You will have full online access and a mobile app to access your accounts at all times. 

No. However, we do have some criteria to be a client.

There are a limited number of spots based on net worth range. We also use a value aligned approach. We don't want to improve the financial life of someone who will then use that benefit to go against our values.

We invite you to schedule a consultation to see if your goals align with our boutique, performance-first model. Because our capacity is limited, we only accept new clients when we are certain we can make a significant impact on their financial life.