Wealth is more than a number,
it's a mindset.
The goal is not to do business with everyone; the goal is to do business with people who believe what you believe.
At this moment in personal finance, there are approximately 300,000 professionals with the title ‘financial advisor,’ and the industry is becoming more niche than ever. Niches are wonderful for both the advisor and the client. However, we often ponder the scenario where someone is in your ‘niche,’ but it's still a pain to do business with them. Life is too short to engage in such deep, personal work with someone who doesn’t energize you – someone you didn’t choose but were assigned to. Yes, it will take some work upfront, but remember, there are other options if you’re not completely satisfied! You have the choice to float with the tide or to swim against a sea of arrows.
This is why we choose to focus on mindset. We are not industry-specific, which ultimately makes it more enjoyable for us to learn about the various professional paths people take. We are value-specific, and we hope this virtual meet-and-greet gives you an idea not only of who we are as personal finance professionals but also of who we are as everyday people.
These values are not just words on paper; they are the guiding principles that HAIL the foundation of every aspect of our service.
H
Honesty is non-negotiable, as 'trust cannot exist without honesty.' We're steadfast in our commitment to transparency, recognizing that trust is the bedrock of all successful relationships. It's not just a priority for us; it's the guiding principle at the very heart of everything we do.
Honest
A
Authenticity is key to building strong connections. What we do and say is always true to who we are. We also ask the same of our clients – to be authentic and open with us. It is through this mutual authenticity that we can work together effectively towards your financial goals.
Authentic
I
Our commitment to integrity is unwavering. We believe in doing what we say we will do, and we take ownership of our actions and decisions. Even when it comes at a personal cost, we prioritize doing what is right. It's not just about financial integrity; it's about moral and ethical integrity as well.
Integrity
L
Love may seem like an unconventional term in the world of finance, but it's a core value for us. We genuinely wish well for our clients, even when we may be unable to assist them. Our love for what we do and our desire to see our clients thrive drives us every day.
Love
Table Stakes vs Differentiators
Table stakes represent the essential features a customer anticipates from our service or product, while differentiators set us apart. Because we value honest transparency- we wanted to outline ours for you to see:
We Believe In
In the ever-evolving world of wealth management, nearly everything can be automated or outsourced. However, one essential element remains irreplaceable: human connection. It's the most crucial factor. We prioritize building these connections in times of ease, knowing that they become invaluable when challenges arise.
Cherishing the Connection
What We Do
Asset Management
Financial Planning
Trust And Estate Planning
Our Speciality
Option Overlay Strategies Executed Directly In Your Account
-(SMA Or Separately Managed Account in advisor jargon)
US-Based Equity Strategies
