Our Practice

We apply the best financial and economic science to all of our recommendations. We are students and colleagues of some of the most respected economists in the world. This scientific approach, along with Our Promise, guides all of our advice and actions.

We sell nothing except our advice and knowledge. Our clients receive expert advice in all areas of wealth management. This includes, but is not limited to, tax planning and preparation, estate planning, investments and wealth building, asset allocation, insurance, and charitable giving. Our advice and actions help our clients attain more of what they desire.

We create customized financial plans to address all aspects of our clients’ financial lives. Working closely with each person, we ensure that these plans address the goals and issues they have shared with us.

We charge a fair and completely transparent fee for our services. We receive no compensation, directly or indirectly, from anyone but our clients.

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