YOUR BEST INTERESTS GUIDE OUR
APPROACH TO INVESTING

Our investment approach begins where it should – with you and your personal financial plan. As a result, we think differently about investing than other firms’ advisors. Here are the ways our thinking sets us apart:

  • Goal-focused vs. return-focused
  • Time vs. age
  • Total return vs. growth or income
  • Multi-factor risk management
CONSTRUCTING
YOUR PORTFOLIO
  • Identifying your risk tolerance
  • Determining your cash needs
  • Conservative portfolio size
  • Growth portfolio size

Each of our clients we’ve agreed to work with because we are confident we can make a positive difference in their financial life.


George & Scott
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