We are determined to maintain the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with the highest quality information, services, and products to help you pursue your goals.
We are committed to providing our clients with a new type of investment account. This new type of account contrasts with a traditional brokerage account in one very important way: the client doesn't pay commissions on any individual transactions. Instead of commissions or loads, our clients pay an annual fee, assessed quarterly, and based on the size of the account.
We also want to make sure that our clients are not paying more taxes than absolutely necessary. We will work with them to fully take advantage of all tax-free and tax-deferred investments that are available to them.
And finally, we work with clients in an area that is often overlooked: estate planning. This type of planning requires careful consideration to enable them to pass on their assets to whom they want, the way they want, while paying as little estate taxes as possible.