Taking care of people, not just their money.
As an independent, family-owned and operated wealth management firm, we have a distinct perspective on financial advice. Everything begins with the client and what they want to accomplish in life. With a comprehensive picture of hopes and dreams, we work to create a financial plan to guide future decisions.
WE STRIVE TO:
+ Be a sounding board for our clients
+ Get to know and understand our clients’ life goals
+ Create, implement and monitor financial strategies
+ Reduce the financial stress in life
Our Investment Strategy
We view our portfolios as pyramids built on a solid foundation for growing and preserving wealth. Our clients’ individualized investment pyramids come in all shapes and sizes. Our strategy is to maintain diversified portfolios instead of trying to time the market.
TAILORING YOUR PORTFOLIO
Financial goals and risk tolerance change over time. We provide ongoing advice and counsel by structuring, monitoring, and adjusting our client’s portfolios based on where they are in life and what they want to accomplish.
FIRM OVERVIEW
With Seth & Brian Fierston
In this video, you’ll meet the leaders of our firm, learn more about the principles that guide our actions and hear about the types of relationships we work to build with our clients.
