Wealth Management Philosophy

We strive to provide a clear and simple transition for our divorcing clients who have investible assets and seek to achieve peace of mind and financial security. We feel privileged to provide you with a fresh start with investment advisory services that fit your individual lifestyle needs, address your short and long term objectives, risk tolerance, and income needs.

We also provide a secondary opinion to new clients in order for you to evaluate and assess our firm as your investment advisor.

The principles of our investment philosophy are:

  • We specialize in clients with approximately $2 million in investible assets
  • We prioritize personal service, value, and communication with our clients
  • We believe women investors have unique needs and preferences
  • We help you grow your wealth
  • We relish the opportunity to educate you about financial decisions
  • We want you to be involved with how your money works for you
  • We offer financial planning services as part of your overall investment planning goals
  • We offer tailored comprehensive wealth mentoring solutions
  • Diversification is key
  • Risk and return are related
  • Market timing is inefficient