Families & Individuals

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TIMES CHANGE, BUT OUR PASSION FOR PROVIDING HIGHLY PERSONAL INVESTMENT GUIDANCE TAILORED TO EACH CLIENT’S FINANCIAL AND LIFE CIRCUMSTANCES NEVER WILL.

Our firm was created to be a deliberately different kind of financial firm. Extensive experience, including time at large global firms, taught us what works for clients — and what doesn’t.  And, that traditional financial environments aren’t agile enough to address today’s ever-changing financial landscape or uncover the vast global investment opportunities that exist.

Our clients’ successes are built on exceptionally personal experiences that embody a “hands on” approach, and a time-tested investment methodology.The firm’s success is built on providing clients with what they really need – responsiveness, care and guidance for long-term investing success.

 
 

Why Wealth Management Is About So Much More Than Retirement

What if I told you to stop thinking about a retirement date when considering your personal financial plan? What if I told you that investing isn’t just about retiring and living happily ever after? Here are three reasons why: 1. You’re healthy, but inflation is killing you. Quit planning like you die at retirement.  Throw

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Watch out for IRMAA – Who’s that, you ask?

The Income Related Monthly Adjustment Amount, referred to as IRMAA, can come as a surprise to some retirees.  The standard Part B Medicare premium in 2018 is $134.  What most people don’t know is that as retirees they may end up paying a significant surcharge on their Medicare Part B and Part D (Drug benefit) premiums. This is a result of the Medicare Modernization Act of 2003 (which took effect in 2007) affecting Medicare Part B

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Our Team

Benjamin Beck, CFP®

Managing Partner & Chief Investment Officer

Dan Kline

Chief Operating Officer

Our Team