We define wealth management as the intersection of financial planning, which is goals-based, and asset management, which is return-based. We align our financial planning with the CFP Board of standards. Meaning that we develop financial plans that address cash flow, risk management, investments, tax, retirement, and estate planning. Brokers and asset managers only focus on one of those areas: investments. Comparing a broker to a financial planner or wealth manager is comparing apples to oranges. In addition to combining asset management and financial planning, we also quarterback the relationships between you and your other financial professionals. With your permission, we work directly with your estate attorney, tax professional, insurance broker, etc. We are the firm to drive you down the road that is your ideal retirement.