_edited.png)
Brilliance Beyond Basics
A Modern Approach to Wealth Management
We aren't your grandfather's financial advisors. In today's investing environment you need comprehensive, personalized planning; strategies designed to generate income, limit taxes, mitigate risk, and transfer wealth efficiently to the next generation. ​
This type of planning isn't available off-the-shelf; it can't be mass produced or done in bulk. It takes the knowledge and dedication of an experienced team making your personal goals a priority.
The Journey
The most difficult part of financial planning is the decision to start. Our process is designed to quickly determine compatibility and get us up to speed on your existing circumstances.
Introduction
A "get to know you" meeting; we share our stories and some basic financial information
Walkthrough
Detailed description of our potential relationship, roles, and responsibilities
Engagement
The official start of our work together - contracts are signed and assets are transferred
Planning
This is what you came for - crafting strategies for every aspect of your financial life
Implementation
Putting the plan to action, managing investments, and monitoring results
Our Team
Relationships are the key to our business - so we've built a team you'll want to work with. Click below to get to know more about each of them.
- 01
- 02
- 03
- 04