The reason we exist

The majority need simple, practical solutions and not all solutions require you to be wealthy right off the bat.

Looking back at 18 years of being in the financial advisory industry, the takeaway from my corporate experience working for banks, brokerage shops and wire-houses is this: Customers who need the most financial assistance do not receive the attention and guidance they deserve. Truth is, most Americans do not have an established investment portfolio, let alone a portfolio that meets the industry’s minimum asset balance threshold. The majority need help with cash flow management, debt management, and retirement planning, but these same customers end up encountering financial advisors who are in the business of selling commission based products or managing existing wealth of the top quartile. Try getting the attention of a high quality financial advisor when you have nothing to invest.

Financial planning may lead to the recommendation of an investment or an insurance product, but attempting to lead with the product as a panacea for all problems or a one size fits all solution is a very common industry practice that I was not comfortable engaging in.

That’s why I started this firm. The majority need simple, practical solutions and not all solutions require you to be wealthy right off the bat.

Otium Awaits

If you’re ready to start a conversation about your financial life, schedule a complimentary introductory meeting with us today!

Otium Awaits

If you’re ready to start a conversation about your financial life, schedule a complimentary introductory meeting with us today!

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