10470 Maysville Road,
There are many financial services firms in the world today. Most operate in a similar "invest in a model portfolio" approach, in a herd-like mentality to investment management. With our firm, we embrace the risk to identify and implement long term solutions to your life without the typical "model" approach.
We work with individuals, families, businesses, non-profit and charity organizations whose mindsets embrace outside-the-box thinking, whose objectives are to be strategic with their assets for seeking growth, and whose tolerances are willing to accept the inherent risks associated with market volatility.
... no copy here ...
"Everyone has the brain power to make money in stocks - not everyone has the stomach. If you are susceptible to selling everything in a panic, you ought to avoid stocks and stock mutual funds altogether" - Peter Lynch
"The investor with a portfolio of sound stocks should expect their prices to fluctuate and should neither be concerned by sizable declines nor become excited by sizable advances" - Benjamin Graham
"If you expect to continue to purchase stocks throughout your life, you should welcome price declines as a way to add stocks more cheaply to your portfolio" - Warren Buffett
Portfolio and risk management
Wealth-building education and strategies
Strategies for every phase of retirement
Serving the unique needs of HNW individuals
If you believe you could benefit from an outside-the-box thinking approach to investing, let’s review your portfolio, financial planning, and goals to see if we're a good match.
Will you be retiring in the next few years?
Do you know what you're wealth consists of?
How is your work life going?
What will happen when you pass?
Let's begin by reviewing your financial documents, risk appetite, and your current situation today.
Let's discuss what your current situation looks like and discuss what to implement.
Upon implementation, let's stay engaged for the long term. Don't be led by day-to-day emotions. A bright tomorrow comes after a gloomy day.
Get your financial journey started today.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation and identify your goals. If it's not a realistic goal, then let's accept it as so, and move on to identify more realistic goals. Long-term relationships that encourage open and honest communication is our cornerstone.
Let’s begin the conversation. Submit this form to schedule an initial conversation.
(Disclosure: our firm has a minimum investment amount requirement of $100,000).