As your wealth grows, it often presents complicated problems, but also intriguing opportunities. Years of accumulated wealth can be wiped out by inappropriate or unmanaged risk. Taking appropriate risks can increase your wealth; risks you can’t afford must be managed through insurance and other strategies.

Sometimes the best advice is not a recommendation to take action on, but a caution to NOT do something. You can measure the success of an investment selection, but how do you calculate the value of NOT making a bad mistake? Our independent, fee-based business model means we’re compensated strictly by you, not by selling investment or insurance products.