No Fate BWWM

Our firm was created to fulfill a professional, and often personal, commitment to all clients I have served throughout my career. That commitment was to be there for them, and their loved ones, through many of the most important events in their lives.

The ability to help loved ones comfortably navigate all financial considerations as family wealth transitions to next generations, charities, and beyond, is something that increases with time in a healthy relationship, professional or otherwise. That long-term outlook also promotes healthy short-term investment decisions by providing the proper context.

We will leverage the science of current evidenced-based investing, while also maximizing the efficiencies of simply bowing to the wisdom of the markets. When companies compete, clients win. And “win” they have when it comes to lower costs and more investment options over the past couple decades. The increased adoption of more tax-efficient structures (ETFs), broad 401k plan revisions, and falling trade fees, have combined to lower the cost for prudent investors to “right-size” a portfolio for personal goals. We will continue to heed these sound investment principles that have guided us so well over the years.