We work independently, from an open architecture, with many different companies and investment management firms. This allows us to maintain alignment with our clients by sitting on the same side of the table with our clients rather than across it. We also believe that the same person making investment management decisions should not be the one facilitating the financial plan, there are not enough hours in a day. By utilizing quality independent wealth management firms, we can focus on our client’s planning needs and provide confidence that their assets are being managed effectively.