Growing up in a single parent household where money was tight, our founder always wanted to help people make the most of what they have — a mission he continues to uphold to this very day.
At our core, we believe in providing objective, conflict-free advice with transparent fees that align with the value our solutions bring. Our expertise lies in simplifying and streamlining both your life and your finances by coordinating all aspects of your financial picture to minimize headaches and maximize your chances of success.
Our services are classified into three categories:
Involving four to six meetings over the course of two to four months, we’ll get to know your complete financial situation — your short- and long-term objectives, as well as your passions and values. Then, we’ll compile our recommendations and provide you with a living, breathing document that summarizes the current state of your finances and outlines the steps necessary to achieve your objectives.
Passionate about financial markets, we enjoy sharing our market perspectives with every client we meet. When constructing your portfolio, we’ll utilize both passive and active approaches to investment management. And for accredited investors who participate in private placements, we offer exclusive access to reputable institutional managers and privately-sourced direct investments.
From assessing tax loss harvesting to exploring new ways for you to take advantage of the tax code, we provide our clients with clear, quantifiable tax savings. Our tax planning division is led by Ephraim Egbele, a Certified Public Accountant with over a decade of experience in personal accounting who prides himself on responsiveness and attentiveness to our clients.