Individuals & Families
We begin by asking the right questions.
What are your values, goals, and objectives?
We work closely with families and individuals to help them meet their financial goals. Our approach is to use Impact Investing strategies to align your financial goals with your values. We begin by asking questions in order to learn about our client's goals and values. From these initial conversations we work diligently to align values with risk tolerance to create an investment plan that uniquely reflects each family's financial objectives and aspirations. This detailed plan drives the resulting investment strategy and portfolio structure. Once investments are put in place we consistently review, check in with our clients frequently and rebalance and adjust allocations to accommodate for economic or life changes. If during the planning process we find that a client is in need of additional professional resources we make referrals to experts within our trusted network. When working hand in hand to secure each individual's financial future, we take great pride in developing deep and long-term relationships along the way.
- Stock Screening/Impact Investing
- Wealth Management
- Investment Strategies
- Risk Management
- Holistic Wealth Planning
- Education Funding
- Retirement Planning
- Family Meetings
Senior Registered Branch Administrator
Senior Operations Manager