Directional Wealth Management

One of the most sincere forms of respect is actually listening to what another has to say.

- Bryant H. McGill, Wall Street Journal and USA Today best-selling author.

Fresh Perspective. Personal Focus. Clear Direction.

Respect is the very foundation of our relationship with each client. And we believe respect begins with the simple act of listening. By coming to understand your financial goals and the issues in your life, we can establish an open dialogue which assures you of receiving straightforward answers and objective guidance.

We See the Person Behind the Portfolio.

During initial consultations, clients are often surprised to hear us talking, not in terms of dollars and cents, but of goals and dreams. Your life is more than the sum of numbers in a portfolio, and our mission is to make possible your vision of financial security.

Our personal approach to financial planning involves a five-step process designed to cover every detail in a sound investment strategy.

1. Discovery

At this initial meeting, we listen more than talk to gain a thorough understanding of your personal goals and the purpose of your wealth.

2. Evaluation

Once we know where you are and where you want to go, we conduct a realistic assessment and review the best options for your personalized financial plan.

3. Presentation

We talk in real terms. When we present our strategies, we provide unbiased advice on our recommendations and direct answers to your questions.

4. Implentation

As stewards of your money, we are committed to watching carefully over your portfolio, tracking progress and seeking out potential growth opportunities.

5. Management

Whether your investment style is “hands on” or “hands off,” every client receives frequent and transparent communication, as well as honest advice on adjusting strategies.

Our Investment Philosophy

Facts are the foundation of our guidance. Our investment management strategies are established on four governing principles validated by decades of market data and academic research in financial theory.

Markets Work.

In a dynamic capital environment where fluctuations in asset values are constant, we believe the markets are fairly priced and produce results steadily over time

Diversification Is Key.

Taking a global view of investing and allocating funds carefully across asset categories is a sound strategy to help lower risk.
*Diversification and asset allocation do not guarantee returns or protect against losses.

Risk And Return Are Related.

This is the human element of investing. Increased risk can lead to greater reward, and the deciding factor is the comfort level of the individual investor.

Portfolio Structure Explains Performance.

It’s a simple formula. The mix of assets within a portfolio is ultimately determined by the investor, and the variability of returns based on their tolerance for risk.