16 Mason Avenue
"Don't leave your wealth to chance, have a strategy"
Our process, Lifecycle Planning using Advanced Time Segmentation® is based on strategies used by leading endowments and private institutions for decades. We take principles that were exclusive to the wealthy and make them accessible to everyone. We mathematically calculate your risk, inflation-adjust your income, and strive to ensure a lasting legacy. We do all of this by implementing a strategy with every portfolio so that time is on your side.
Investments in securities do not offer a fix rate of return. Principal, yield and/or share price will fluctuate with changes in market conditions and, when sold or redeemed, you may receive more or less than originally invested. No system or financial planning strategy can guarantee future results. Therefore, no current or prospective client should assume that future performance or any specific investment, investment strategy or product will be profitable.
Our team uses a proprietary Lifecycle Planning strategy based on academic research to help our clients pursue their goals and enjoy the life they want.
We offer a range of financial planning services from a-la cart to complete concierge management of your financial affairs.
Our practice is focused on developing long lasting, in depth fiduciary relationships with individuals and businesses.
Our clients partner with us because our strategy is based on proven academic research where we develop a plan similar to college endowments using a time based strategy called Advanced Time Segmentation®.
If you are looking for a transactional advisor who works on a commission only basis then we are not the firm for you. We give you options that allow you to decide which client/advisor relationship works best for you.
Our goal is to provide 5 star service to the select clients we serve, and we will not dilute or sacrifice the client relationship under any circumstances.
Our initial meeting is roughly thirty minutes, and designed to make sure that a relationship makes sense for both parties, and that our areas of expertise align with the client is looking to accomplish.
If you or someone you know is interested in learning more, please contact us to set up an initial meeting either over zoom or by phone to determine if a working advisory relationship makes sense.
Are you looking forward to retirement? Are you really prepared for what lies ahead? Our complimentary ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."