Building Wealth Wisely
We have been serving clients in a fiduciary capacity for over three decades. We work on a fee-only basis and always act in the best interests of each and every client.
We don’t accept any compensation from any sources other than our clients. Our sole loyalty is to our clients. We are strong believers in building a commonality of interest with our clients.
Our success is linked to your success. We earn more money when your account goes up in value; we earn less money when your account goes down in value.
All accounts are set up in the name of the client, and most of our clients use Charles Schwab as the independent custodian of their managed accounts.
Portfolio Management, LLC