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Our Unique Approach

We do more than invest your money.

Other advisory firms may simply invest your money. Our team looks to find income and estate tax savings, maximize your benefits at work, and ensure you're not paying too much for the insurance you need. We also help to ensure your mortgage and other liabilities are working for you and assure you are using the right types of loans efficiently. Over a lifetime, these efficiencies may make hundreds of thousands of dollars difference to you. Our support here may help you achieve your goals and objectives more quickly and easily.

A sound investment strategy.

While some advisors may select investments randomly, we use a methodology that utilizes target allocations and a periodic rebalancing strategy. Regardless of the day-to-day fluctuations in the market, our strategy remains the same. Our team looks to keep you on track with the returns you need to achieve your goals at the risk levels you are comfortable with.

We're independent.

Unlike advisors at banks, large wirehouse firms, and insurance companies, our team looks to utilize our independent status to your advantage. Our firm, Focus Financial, is one of the nation's largest non-proprietary, independent advisory firms with more than $3 billion in assets under management. We capitalize on this to deliver the resources and stability of a large firm, with the flexibility and responsiveness of a small firm.

A team with experience and expertise.

With over 60 years combined experience in working with busy professionals, our team is familiar with the issues you face. No matter how difficult or complicated, we can add the perspective of helping many others with circumstances similar to yours.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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