What is Wealth Management?
With so many different names and titles in the financial industry, defining what we do is important. We view “Wealth Management” simply as being intentional with what you want your money to accomplish for you. Wealth Management is not just retirement income planning and making investment projections, but what those projections translate to in your life.
Our firm has been independent from the start, meaning we have never had a parent company incentivizing us to sell a particular product or service. We make our recommendations and decisions based strictly on what we believe is best for the client.
