Our firm offers wealth management services on a Fee Only basis. Our client demographic fits into three core areas: Business Owners, Individuals with high net worth, and those with high income. We're paid for advice rather than for selling a product. The services we offer focus on financial planning, investment management, and tax & accounting.
If you are familiar with the industry, you'll quickly learn that we offer a lot more services than you may have seen before, which creates an intellectually challenging environment. We thrive on not only providing traditional financial services, but solving the more complex challenges that our clients may face.
We're not seeking people to fill roles, but rather to lead careers with us. As such, we invest in your skills via mentorship, training and provide financial support for formal education, such as the pursuit of professional credentials. We're open to working with career changers, and also to help shape your own career within our firm.
In our view, the total compensation package needs to consider a competitive salary and benefits, a great working environment, and a role that is fulfilling. Our goal is to create the perfect combination of these factors in order to attract and retain the best people.
We're building a team of intelligent, creative thinkers who can come together to solve complex problems. We recognize that creating an inclusive environment for people with diverse backgrounds offers us the most likelihood of success. We ask that our team is not only client centric, but also focused on cultivating a workplace where all employees feel comfortable and are able to thrive.