Our Interests Are Completely Aligned with Yours
We do not sell any products or collect any commissions. When our clients succeed, we succeed. We have a long history of helping clients achieve their financial goals, and our sole mission is superior client service and results.
We Serve a Limited Clientele
On average, each principal works with less than 50 clients. This is far fewer than many investment firms, and it allows us to focus completely on client satisfaction. Our clients are family to us, and we treat them accordingly. We will never sacrifice our high service standards for growth. We meet with clients frequently in person, and our professionals are always accessible.
Our Team Is Highly Experienced and Knowledgeable
Our financial professionals include five CFA®
charterholders, the highest set of credentials in the global investment management industry. Our principals average over 25 years of experience, having managed money in many different types of wealth management environments. We have expertise in, and help clients with, investment management, estate planning, financial planning, and tax planning and analysis. We are our client’s financial quarterback, helping guide them through challenging and complex issues.
We Are Local and Independent
Our firm is 100% owned by our principals. We have a strong local presence in our markets, and our professionals are actively involved in the Savannah and Hilton Head Island communities. We have no affiliation with or obligation to any other company, and our firm is structured entirely to best serve our clients. Since 1996, we have been truly independent, and we will remain so.