Compare Us

Below we provide a table on why you should consider hiring us as compared to any other financial professional. You can use this table as a reference sheet when finding a good fit. We will also interview you to see if you are a good fit for our practice before we accept you as a client.

*Note that how we work with you is highly customized to your specific needs, goals, time horizon, risk tolerance & time-commitment, so we may utilize only some or all of the above features. If appropriate for your needs, we may also use 3rd party asset managers after discussions with you. Downside risk management and tax efficiency may not be available in all strategies.