1213 Culbreth Drive
As an independent fiduciary, we owe our clients a duty of loyalty.
We have a fundamental obligation to act in the best interest of our clients and to provide unbiased, objective financial advice that regards our clients best interests above our own.
Based on research from Vanguard, 94% of actively managed U.S. equity funds underperformed their style benchmarks.
Considering the average active fund expense ratio is 0.58%, and the average index fund is 0.09%, we believe that passively allocated ETF portfolios can deliver strong investment performance over the long term.*
Source: Vanguard®/ Indexing: Truth, myths, and benefits, 2019.
We custom tailor our wealth management planning to your individual needs.
Your wealth management plan will be designed on an individual basis. Every plan is examined as a sum of it's parts.
Your customer service experience deserves our highest level of care.
Working collaboratively with Vanguard, Russell Investments, and AlphaStar Capital Management, our wealth managers and financial analysts can provide you with unique, seasoned investment advice from experienced professionals.
Long-term relationships that encourage open and honest communication are the cornerstones of your relationshp with us. Our highest priority is helping you take care of yourself and your family. We want to learn more about your personal situation, help identify dreams and goals, and understand your tolerance for risk.