We integrate financial planning and investment management to help you meet your goals.


FINANCIAL PLANNING

  • Unlimited access to a financial planning professional to answer all questions

    • Brittany Goodwillie, CFP®

  • Organization of your financial information

  • Establishment and prioritization of clear goals

  • Retirement planning

  • Employee benefits analysis

  • Tax planning recommendations

  • Insurance analysis

  • Estate planning recommendations

  • Budgeting and debt management

  • College education planning

  • Social Security optimization

  • Coordination of detailed action items

  • Review and update of plan when life changes

  • Access to online client portal

INVESTMENT MANAGEMENT

  • Dedicated Portfolio Manager

    • Erik Ringo, CFA, FRM, CAIA

  • No asset minimums for financial planning clients

  • Investment management approach is integrated with your specific financial planning needs

  • Multi-strategy investment philosophy

  • Portfolio diversified across both asset classes and investment approaches

  • Sophisticated risk management techniques

  • Online account access

  • Unique portfolio construction tailored to you


NEW CLIENT PROCESS