We integrate tax, financial and investment strategy for families and small businesses. We relate best to people with whom we share the strongest values.
A fiduciary duty is the highest standard of care at either equity or law. A fiduciary is expected to be extremely loyal to the person to whom he owes the duty: he must not put his personal interests before the duty, and must not profit from his position as a fiduciary, unless the principal consents.
My clients tend to be:
?Family Stewards - Individuals whose dominant focus is to take care of their family. They tend to be both personally and professionally conservative and typically have limited knowledge about investing.
?Financial Phobics - Individuals often frustrated and confused by the responsibility of wealth, dislike investing and avoid technical discussions of it. They choose their advisors based on personal trust.
?Independents - seeking the personal freedom that wealth makes possible. They know wealth is a means to an end, but are uninterested in the process of investing itself.
Advisors at this Office