“We help our clients reach for the lives they dream of.”
– JP Patton, President
Keeping Our Eye on the Horizon
No one can reliably predict the volatility of the market, so we prepare for it by applying long-view strategies with our investors’ long-term success in mind. We remain agile to adapt in changing economic environments, and continually improve our process through thoughtful research and analysis and by sharing evolving best practices and insights with our colleagues and clients.
Areas of Expertise
Our wealth planning services are grounded in a deep understanding of you, our client: your goals, your situation, your vision. Every relationship is different, and every plan is completely bespoke, tailored to suit your specific needs. Our wealth planning services are comprehensive, from strategy and design through integration, all within the holistic picture of your financial life.
Transitions and Life Planning
Every individual will experience big changes along life’s journey: some that are celebrated, and some that fill us with trepidation. Whenever the ground shifts beneath your feet, we will be there to guide you back to solid ground. We take pride in weathering life’s storms alongside our clients, providing sound advice in advance of change, and swift troubleshooting should the need arise.
Founding/Selling a Company
Health care and Life Insurance
When it comes to managing our clients’ investments, we never rest. We offer a broad range of investment strategies, each one actively managed by our seasoned experts. We pair proven, best-practice fundamentals with a tailored approach to ensure each client gets the most out of their investment.
Better Together: What It’s Like To Work With Us
Whether you are anticipating a business sale, planning for retirement, or buying a property, we help you strategize and develop a plan to meet those goals while remaining fundamentally tied to a central concept: long-term, steady growth is better than a short-term approach based on volatile reactions.
An Ongoing Partnership
In addition to monthly statements received from their custodian, each of our clients receive:
A holistic report on your account, showing quarterly, year-to-date, and all-time performance, state of current holdings, and year-to-date realized gains and losses.
Insights and views on matters that have an effect on investing, such as the state of the economy, equity and fixed markets, American fiscal and monetary policies, world politics, and industrial trends.
We are available at any time to discuss our clients’ needs and concerns. The partnership we form with our investors is built on communication and that thread continues throughout the relationship.
Get a free consultation
Choosing a partner in your financial journey can be a difficult decision. You should feel confident in whatever choice you make. Are we the right fit? Find out by scheduling a free consultation.