How We Get Compensated
We serve as a fiduciary for our clients, which means we have a legal and ethical duty to place the clients interests above our own in every recommendation we make. Our independence from large Wall Street firms enables us to put our clients first in everything we do.
In the majority of circumstances, our client relationships are fee-based. This allows us to tailor each client relationship to bring maximum value for our services. When our clients succeed, we succeed.