The Wealthsmart Way
Who are we?
We are a strategic financial partner with solid industry credentials and 26 years of experience in helping to plan, build and secure permanent wealth for you and your family, giving you the financial freedom to focus on what matters most.
What do we do?
Beginning with our Complimentary Assessment and Review Experience (C.A.R.E.), we help identify what is important to you, design your strategy-focused Personal Financial Plan and begin a process of regular review to keep you on track.
Why do we do what we do?
A sound financial planning framework is pivotal to sustaining a successful life and we take that responsibility very seriously. We have seen both the awesome results of such planning and the catastrophic results of failing to plan. That motivates us to make a difference in our clients’ lives.
How do we do what we do?
Our “WealthSmart Way” involves a continuous circle of Discovery, Implementation and Follow-Up. We have developed an understandable financial planning and wealth management approach based on time-tested and scientifically rigorous principles.
Who do we help?
We focus on helping intelligent, responsible individuals, families and business owners with economic growth potential as well as those who desire secure retirement incomes for life.
What makes us different?
We believe that financial science trumps financial salesmanship. Everyone can reach realistic goals through our planning process and have a great investment experience by having a written plan, understanding the markets, properly diversifying, keeping costs low and saving taxes.
Why should you partner with us?
One word: “Integrity.” Our clients place a great deal of trust in us and we take that trust seriously. We help you to cut through an environment of unprecedented media “noise”, apply principles of financial truth and transform your wealth management experience.