Bringing Your Investments to Life™
We specialize in serving successful business owners, professionals, institutions and charitable endowments. Our clients want to achieve real financial freedom, enabling them to experience true independence, peace of mind and security in their lives.
We take time to learn about our clients in order to understand exactly what they wish to achieve. We utilize a behavioral-based, values-driven, planning-first approach to identify and reach our clients’ financial goals.
Gain clarity around your intentions and goals, so you can make informed, intentional decisions.
Create a plan to help achieve what matters most to you and your family.
Construct a personal, customized portfolio tailored to your individual preferences.
Coming to Understand Our Clients
- Uncover your strengths and challenges with finances.
- Capture profound insights for discussion with your loved ones.
- Analyze spending, saving and planning tendencies.
- Identify and clarify your intentions, motivations and goals.
- Discuss the trade-offs around decisions and priorities.
- Use scoring to track and update progress on priorities.
Working Together is Personal & Intentional
Working Together is Predictable & Consistent
- Facilitate an open dialogue about investments.
- Track investment expectations on cost, performance, protection and taxes.
- Identify gaps in your existing investment portfolio using integrated Morningstar® APls.
GuideCenter® is a dynamic, easy-to-use online portal that helps you engage with your advisor to manage your financial life anywhere, anytime.
- Access, store and share all of your financial information in one place including accounts, portfolios and goals.
- View your complete financial life in real-time from any device.
- Communicate with your advisor 24/7 through email and our video messenger tool.
Working Together is Always on Your Terms & In Your Best Interests
We always put your needs first – it’s not only our fiduciary responsibility; it’s the right thing to do. We invite you to put your life and investing on a path to success – the VIA-Life Plan can help you achieve your potential and reach your goals.