Our Philosophy

This is not about selling investments – this is about setting goals.

We believe financial planning and investment management are crucial to long-term success, and therefore take a rigorous approach to both, without any extra fees.

We seek to help you answer the following questions:

• Do I have enough money?
• Is it in the right places?
• Am I going to be okay?

We handle our portfolio construction in-house because we know the best portfolio for each client is customized. Our president, Christian Bryant, has spent much of his career as a portfolio analyst and is a constant resource along with the support of Integrated Partners. Christian is also a Chartered Financial Analyst (CFA), meaning he has demonstrated that he has extensive knowledge of the investment management field by completing over 1,000 hours of self-study while passing three levels of the multidisciplinary CFA Program over several years.  Our priority is you.