You are unique. Your investments should be too.
We believe that your needs are unique and you deserve an investment portfolio and plan that fits your needs, not someone else’s. In a time of robo-advisors and one- size-fits-all portfolios, we are delighted to serve our clients with an investment portfolio built to fit their specific needs.
Your best interests are our top priority. No exceptions.
We are a fee-only wealth management practice. That means that we will never make commissions from selling you a financial product. Our clients know that we work towards their goals regardless of what investment strategy we recommend.
Our clients remain the integral part of our 36 year heritage.
From day one, firm founder, Frederick Berndt, has followed a simple rule. “Do unto others as you would have them do unto you”. We work every day to provide the best advice to meet our clients’ needs. Because of this attitude we have had the privilege to serve three generations of clients.
We have one priority. You.
We are as independent as possible. That means more choices, more care, more freedom and fewer distractions as we serve our clients. We are not owned by a bank. We are not part of a national franchise. Our concentration and loyalty remains undivided and focused exclusively on our clients.