Broker Check

Why Choose Us

Why should you choose a family wealth advisor to help with your financial affairs? Here are ten real-world scenarios and how we can help you navigate them.

1. You do your job well, but can’t keep up with the stock market and hate dealing with taxes.

That’s the same reason I don’t do my own plumbing or heart surgery. Focus on what you do best to earn money. Let us help you grow and preserve it. We love our job and do it well. We love helping make it possible for clients to educate their kids, lower their tax burden, retire with purpose, give strategically, and pay off any debt.

2. The investment world seems too complex - how do you avoid buying high and selling low?

You’re not alone. Studies show that investor behavior is the most common reason that individuals receive underperforming returns. As the saying goes, “In calm water every ship has a good captain.” We add the most value helping you manage difficult times. Although we can’t guarantee future positive returns, our role is to help take out the emotion and help you make wise decisions about your money.

3. You’ve worked hard for years saving for retirement, so when it comes to that nest egg, deal with real people who know you (no touch-tone menu on the phone or automated customer service).

Like the old show Cheers, everybody knows your name from our receptionist to our wealth management team. You will get a live person on the phone. Internet access is available to you, but never required.

4. Your loved one used to handle all the financial stuff, but now they are either gone or unable to manage it.

When you’re in a difficult, emotional time, it’s even more critical to receive trusted, professional advice. We’ve helped many clients through similar difficult periods. We can help you minimize stress and anxiety and sort through finances during these times.

5. You’re not trying to get rich, but you’re afraid of ending up poor.

We understand this sentiment. It’s why we work hard to understand your risk tolerance and customize a personalized strategy for you.

6. You’ve been saving in a 401k for years, but now retirement is near. What do you do?

We can help develop your “exit strategy” from the workforce. While accumulation is an important phase of your financial life and lasts for many years, the time following retirement can be more challenging. More people die on the way down from Mount Everest than climbing up it. We can help with the tax complexity and planning for retirement income distributions.

7. You want your spouse to have a trusted advisor that you’ve chosen and worked with, in case you die first.

That’s love in action. We prefer, when possible, to work with both of you now and be there for you later as needed.

8. You want help identifying the blind spots.

Our experience and knowledge can help you know of possible tax pitfalls, liquidity problems, or inappropriate risk. We help smart people avoid dumb decisions.

9. You’d like a trusted advisor that can teach practical investment concepts, but not burden you with technical things you don’t need to know.

We commit to help you understand as much as you wish without being condescending. Our gifts include communication abilities to make the complex more understandable.

10. Your life is complicated enough, so we can be one place you can trust to know the total picture.

Let us help you simplify your financial life. You can go many places to get mutual funds. You could buy insurance over the Internet. But the value of using a CPA as your family wealth advisor is to help put it all together and advise you on all your wealth management needs and prepare your taxes. Avoid the situation where your financial advisor says, “Check with your tax advisor.”

Thinking about choosing us?

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