The foundation of our approach is always academic-based research and pure mathematics, but every client comes to us with a unique set of circumstances. There is no absolute correct path for all, but there is likely a correct path for each individual.
Whether your goal is for financial independence, to pay for a child’s college education, or to create and maintain multi-generational wealth, we look at your financial life holistically to bring your principles, lifestyle and financial aspirations into harmony.
*Various estimates place the drag from poor decision making anywhere from 1.17% to 6.5% annually. Working with a trusted advisor to minimize unhealthy behavior leads to more-informed investment decisions and, subsequently, better long-term investment returns.
Humans have the tendency to allow emotions to play a role in investment decision making, which often leads to a disruption in their long-term financial ambitions. This phenomenon, coined by Carl Richards as The Behavior Gap, describes the difference between the higher returns an investor could potentially earn, and the lower returns they actually earn as a result of their own behavior.
Healthy long-term rewards are reflective of investor behavior and the ability to remain calm during times of temptation and uncertainty; something we refer to as practicing financial mindfulness. We provide ongoing education and behavioral coaching to help you develop healthy habits and understand the impact of emotional, short-term thinking as part of our ongoing concierge support.
Crafting your financial journey starts with getting to know who you are and what you strive for. Our team of Certified Financial Planner™ and Chartered Financial Analyst® professionals review your total financial picture and draw on more than 50 years of combined experience to structure a comprehensive financial strategy that serves your long-term aspirations.
We work with some of the industry’s leading technology platforms to improve performance, automate processes, and minimize stress all while providing clients a better user experience.
Released in 2019, Your Rich Life offers a roadmap for achieving financial wellbeing, providing a crash course in behavioral finance with simple steps to develop the right mindset to maximize lifetime returns.
Join Jonathan and his guests as they discuss how to overcome the behavioral biases and blind spots that hold us back.
New episodes drop every other Tuesday on your favorite streaming platform.