Why Us
We care about the relationships that we develop with our clients, including their values, their goals, and their families.
Integrity drives all of our investment decisions and every action we take. The level of trust we share with our clients is paramount to our success and theirs. Our clients don’t trust us just because they know we’ll always do the right thing, they trust us because of who we are and what we deliver through our people, our perspective, and our process.
Our team is distinguished. Our approach is distinctive. But most importantly, as your advisor, we are dedicated.
Our People
Our team, led by the Strid family, has more than 100 years of combined experience in wealth management. While we hold a range of professional designations, we’re committed to ongoing education and seeking out opportunities to expand our expertise to better serve you.
Our Perspective
As an independent, SEC-registered investment advisor, we are uninhibited by the limitations of policies, procedures, and dictates found at large brokerage and asset management firms.
Our independence enables us to embrace a client-focused model we call “The Triangulation of Advice.” As a result, you can expect:
1. Objective advice
Objective advice that is wholly transparent and free from outside influence. We act as your fiduciary, which means that our advice is influenced only by what is in your best interest.
2. An independent custodian for your assets
We regularly evaluate and select our resources to ensure that they are meeting your needs.
3. An expansive range of products and services
As an independent advisor, we utilize an open architecture platform to provide you with unrestricted access to some of the financial world’s best products and services. We recommend and tailor products based on your personal circumstances, with conflict-free access to third-party custodians and trading platforms, investment products, cash management and lending solutions, life insurance, and much more.
Our Process
We have spent years creating and refining our proprietary Total Wealth Plan process. We utilize Behavioral Finance concepts in concert with the best practices in portfolio management to create plans that withstand the test of time (and markets). This approach is focused on empowering you and your family and ensures that your core values and goals are the cornerstone of your plan.