Our services are customized to each client’s needs and goals. We include portfolio management & oversight, asset allocation including real estate & alternative investments, tax planning, retirement planning, succession planning, estate planning and asset protection strategies. We provide coordination and support for our clients’ other advisors with the goal of a team approach to planning.
Yes. John Thompson is a Certified Investment Analyst® (CIMA®) administered by the Wharton School of Business at the University of Pennsylvania, and in 2013, he earned the Certified Private Wealth Advisor® (CPWA®) Certification, administered by the Booth School of Business at the University of Chicago and the Investments & Wealth Institute.
We serve high net worth families, business owners, professionals, and retirees. Our clients often have complex financial situations and desire a comprehensive and customized approach. We are proud to serve multiple generations of many of our client families with discretion and confidentiality.
The term fiduciary derives from the Latin fiduciary, meaning ” trust ” and it means that a person acting as a fiduciary for you has a legal or moral obligation to put your needs and interests before any needs or interests of themselves. We are Investment Adviser Representatives (IARs) of a Registered Investment Adviser (RIA) regulated by the SEC. IARs have a fiduciary duty to their clients, which means they have a fundamental obligation to provide investment advice that always acts in your best interests.
As we begin our work together, we conduct a discovery meeting to assess your particular situation and understand objectives, goals, and current plans. Every client has unique prerogatives, so we work to achieve a deep understanding of each client’s priorities in order to construct a plan to pursue success together.
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