Over the last decade, we’ve learned a great deal about the kind of clients that gravitate toward our unique style and wealth advice. 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 and wealth advice, but we are not trying to resonate with everyone…we are just looking to resonate with someone. If this resonates with you, keep reading.