Our service is easily defined: We provide clients with freedom—that is, the freedom to pursue what they’re passionate about, secure in the knowledge that their finances are being managed according to carefully measured and disciplined strategies.
In order to keep our goals aligned with those of our clients, we develop their investment and retirement plans exclusively on a fee-only basis. Our management fees start at the annual rate of 1% of assets under management, and that rate decreases depending on the value of assets managed.
We specialize in wealth preservation. Depending on your goals and proximity to retirement, you might want to consider one or both of our sub-specialties:
Investment management
Hands-on management of your portfolio using SightLine™, a proprietary investment methodology designed to both preserve and extend wealth.
Retirement solutions
An in-depth, step-by-step process for analyzing your needs, then devising a strategy that ensures a retirement income for the long, long term.
A proprietary investment methodology designed to both preserve and extend wealth. Created by our founder, Chuck Gibson.