You could say we’re obsessed with wealth management, but it’s really your financial success that drives us. Our approach is focused and customized – we combine our planning and investment expertise, with an intellectual honesty that demonstrates our commitment to helping our clients achieve their goals.
Our experienced advisor team has over 20 years of experience in financial planning and investment management, with numerous areas of expertise and industry designations (CFA, CFP®, CPA, MBA, etc.). They work in tandem with our dedicated investment research team, with two decades in the investment industry. This combination of professionals, coupled with our client-first service focus, enables us to be both proactive in coordinating our client’s complex financial situations and responsive to day-to-day needs.
Our Mission is to make a positive difference in the lives of our clients by professionally dedicating ourselves to their financial well-being.
We adhere to the highest standards of fairness, honesty, and independent thinking. We do what is right and ethical no matter what.
We strive to excel in everything we do. We bring our best effort, expertise, experience, creativity, and intellectual vigor so that we deliver on our mission.
We demonstrate enthusiasm, dedication, and drive. We approach everything with energy, confidence, and a positive attitude.
We have the courage to act on our values and convictions when they are tested. We speak up when necessary, and hold ourselves accountable. We make rational decisions and commit to them without allowing ego or fear to hold us back.
Commentary from Our CIO—Second Quarter 2021
Global stock markets continued to surge in the second quarter. In our assessment of the macroeconomic backdrop and outlook, we continue to expect a strong global economic recovery over at least the next 12 months. In this quarterly commentary, our Chief Investment Officer, Jeremy DeGroot, reviews the current reasoning for our portfolio positioning, outlook on inflation, and forward-looking scenario analysis on the broader economy and markets.
Research Update: Increased Return Expectations for U.S. Stocks
As the economy and financial markets continue their recovery from the pandemic’s impact, our recent analysis resulted in improved expected returns for U.S. stocks. In this post we summarize our analysis and why we think an increased allocation to U.S. equities could benefit the risk-adjusted return profile of our portfolios.
Advisor Q&A: Tax Planning and the American Families Plan with Senior Advisor Chris Wheaton
The American Families Plan was recently released by President Joe Biden and includes many of the provisions outlined during his campaign. We asked Litman Gregory Senior Advisor, Chris Wheaton, to answer some questions about key proposed tax law changes, and related tax planning ideas for our clients to consider in 2021 and beyond.