How Our Independence Benefits You
Our independence allows us to establish strategic partnerships with industry leaders in wealth management. We offer you the best of both worlds- independent and objective advice combined with the resources and expertise of other industry leading independent wealth management firms.
Schwab Advisor Services
Schwab is the industry leader in helping independent wealth advisors help their clients achieve their personal goals. For more than 25 Years Schwab has supported independent advisors who entrust more assets to them than any other custodian. Today, they support more than 7,000 RIAs who entrust more than 1.2 trillion of their clients assets to Schwab.
To find out more about the benefits of working with an independent investment advisor like us, go to findmyindependentadvisor.com
Envestnet
Envestnet provides independent wealth advisors and their clients with investment research, a client portal, data aggregation, consolidated performance reporting and 24/7 access to your accounts anywhere and from any device. Envestnet, formed in 1999 helps advisors manage more than 250 billion in assets on behalf of their clients.
Riskalyze
Riskalyze is the industry leading asset allocation software that helps you calculate your true risk tolerance based on Nobel Prize winning research. Riskalyze enables us to pinpoint your risk number and build your portfolio that contains just the right amount of risk for you.
MoneyGuide Pro
Financial planning is at the core of our advice to you. Envestnet's MoneyGuide Pro offers industry leading financial planning software that helps you see where you are and what you need to do to achieve your personal goals. It offers a simple and elegant client experience that helps you prioritize your personal goals.