Respect for your values and your vision
This is your financial life, so before moving forward with any financial plan, we listen carefully to your values and your vision for the future. Our whole goal is to help you define and refine your vision, honor your decisions and help you achieve those goals.
Our firm is bound to the highest fiduciary standards
As a Investment Advisor and Fiduciary, we are bound by law to work in the best interests of our clients. That means we put your interest ahead of the firm’s. It is the highest ethical standard under the law and we are proud to act as a Fiduciary for our clients. We take our stewardship of your finances as seriously as we take our own.
As a member of Kaiser Financial, we are supported by one of the top independent broker dealers in the country, Osaic Wealth, Inc.
Osaic Wealth, Inc.'s mission is to provide advisors with access to a wide range of financial services and resources. They produce no financial products and encourage their advisors to be objective. Their level of commitment to what is in the best interests of clients is unique in the industry.
Osaic Wealth, Inc. has strong relationships with the leading manufacturers of financial solutions and products. This experience and knowledge combined with access to cutting-edge resources provides its advisors with the tools they need to deliver advanced wealth management strategies
Client centered service
We are a client centered financial advisory firm. Service that is timely and reliable is the key to building client confidence. Whether it is the simple act of returning phone calls promptly or spending the time to develop a sophisticated financial strategy, we treat you the way we wish to be treated, with respect and professionalism. Our commitment to offering the best is also found in our support staff who are dedicated, not only to exceptional service, but also to maintaining high professional standards. We invest in long-term relationships with our clients; that means we are there for you every step of your financial journey.
Privately owned, we offer comprehensive, personalized advice based on your individual situation
Financial advice is easy to come by, but finding appropriate, personalized financial advice is more difficult. As a privately owned and independent financial advisory firm, we are free to look at a wide range of financial products, tools and resources to provide you with the appropriate solutions for your situation. As an independent advisory firm, we have no pressure to use products or tools that may not be appropriate for the client. We believe that our independence can mean a world of difference when planning for your future.
A strong professional network to support your goals
We have developed strong relationships with other professionals (attorney’s, CPA’s, and mortgage brokers) who can become a part of our team to work for your benefit if needed. Each of these relationships mirrors our own values of integrity and commitment to provide the highest levels of service. We are happy to work with your existing team to coordinate and implement your financial strategy.
Highly personalized service with strong resources
Because we are independent and local does not mean we are small. We are a member of a national network of premier independent firms across the nation whose expertise in financial planning can be called upon on your behalf. That means we offer you the highly personal service you deserve plus the national resources you expect. We also are able to provide clients with a broad range of financial tools, products and resources to help you reach your goals. Trust, integrity and a commitment to the client is what makes us special.