You and Us

Everything should be as simple as possible, but not simpler.

– Albert Einstein, theoretical physicist and Nobel Prize Winner

Numbers are one thing….life is another. We believe the dominant determinant of long term financial success is behavior. What you do, choices you make, trade-offs you make. We provide clients with “dispassionate discipline” to help avoid missteps that can threaten long term goals.

Our trademarked process, Wealth Rx® is focused on “The Three Enemies”:

  1. Inflation-living cost increases erode the value of your savings;
  2. Behavior- what you should do versus what you actually do; and
  3. Neglect- distractions and inertia are powerful forces.

Behavioral biases often lead to poor investment decisions. Through our Personal Wealth Benchmark ™, we provide clarity by focusing on your “why” for investing. This helps you avoid “following the crowd” and damaging your long term financial future.