There is a difference between managing wealth and creating it. Most advisors focus on trying to create wealth by using high-risk, unproven investment strategies. While following this advice may increase your chances of getting rich, it also maximizes your chances of becoming poor.
Our clients have accumulated wealth slowly and patiently, either through prudent savings or ownership in a successful business. We work with our clients to manage this wealth and preserve their lifestyle by using our proven, scientific approach.