We are a fee-only organization that provides financial and non-financial services. We work only for you. We do not accept commissions or referral fees from anyone. We accept our fiduciary responsibility to you. We use a team that identifies your goals and creates strategies to achieve them. We can be your "Personal CFO", your "Concierge", and your "Family Office Agent" responsible for managing personal tasks. See our List of Services or About Us.
We offer a web-page where you can send us your informaton via a secure email and secure data upload.
You also can initiate a chat with us during normal working hours.
We offer free weekly conference calls on common topics of interest. We offer educational semnars for families and organizations.
We use Charles Schwab and Company as our primary custodian, but you are able to maintain your assets with any custodian that grants us trading authorization.