Are We a Fit?

Over the last decade, we’ve learned a great deal about the kind of clients that gravitate toward our unique style and philosophy. We know most advisors wear button-down shirts starched within an inch of their lives, are awash in industry terms and grumbling about compliance. That really, really isn’t us.

What differentiates us in a sea of sameness, the single thing that no one else can offer or replicate, is our Team’s unique, straight forward, unfiltered OPINION…of which we have plenty, just ask. Not everyone agrees with our opinions, but we are not trying to resonate with everyone…we are just looking to resonate with someone. If this resonates with you, keep reading. 

Are We a Fit?

Over the last decade, we’ve learned a great deal about the kind of clients that gravitate toward our unique style and philosophy. We know most advisors wear button-down shirts starched within an inch of their lives, are awash in industry terms and grumbling about compliance. That really, really isn’t us.

What differentiates us in a sea of sameness, the single thing that no one else can offer or replicate, is our Team’s unique, straight forward, unfiltered OPINION…of which we have plenty, just ask. Not everyone agrees with our opinions, but we are not trying to resonate with everyone…we are just looking to resonate with someone. If this resonates with you, keep reading. 

New Wealth

Do I have enough to work with you?

Our niche is working with people who are coming into newfound wealth and are faced with a sudden need for meaningful wealth advice from a Team, or as we refer to it, a Collective Mastermind.  These are typically business owners going through a sale, individuals with newly inherited wealth, and highly compensated executives with at least $5mm in assets.

Of course there can be exceptions–this is a general description of our typical client. 

Wealth Advice Good

You'll like us if:

  • You want to talk plainly and honestly about your finances and are happy to dispense with BS and jargon.
  • You don’t just want an “advisor,” but to plug into a brain trust, a team of seasoned pros who actually know how to have a conversation.
  • You understand that your own behavior determines your success more than any other factor, in every area of your life—including your finances.
Best Wealth Management Advice

We'll love you if you...

  • Tend to act on good wealth advice, rather than just sit on it.
  • Trust in good plans and allow them to do their job.
  • Tend to look at the market the way you do a weather report—good to know, but doesn’t have the power to derail your day or undo all your decisions.
Different Private Wealth Management

You won't like us if:

  • You only trust people in suits.
  • You want an order taker or financial custodian.
  • You want to limit our conversation to asset allocation.
  • You hate dogs. (Seriously, that’s a deal breaker.)
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