Your Success, Your Legacy, Our Guidance
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The purpose of financial planning is to help you use, manage, and direct your resources towards what matters most to you.
No two people have the same goals and values, so we help you craft a framework for making a lifetime of smart financial decisions. Our goal is to serve as a trusted partner providing guidance and solutions based on a thorough and ongoing understanding of our client’s unique situation and goals. We bring proven expertise to bear on every aspect of a client’s finances, beginning with a comprehensive plan: from accumulation and growth through preservation and distribution. By taking an objective and proactive approach that reflects the nuances and complexities of each situation. We offer solutions that build both short-term and long- term financial security for our clients. |
Some questions that might give rise to thinking about working with a fiduciary professional.
If these questions or others spark some trepidation, you are not alone, and we are here to help you make smart choices with your money so you can enjoy piece of mind. We can help you set, plan, implement, and manage your finances so you can focus on what's most important to you. |
Disrupting the Financial Services Industry
White Glove ServiceWe want to learn about you, how you envision your future, and ultimately what's most important to you. By understanding you, we can wow you by providing unparalleled service and advice. The service you deserve.
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FocusFocus. We think in the long-term and focus on doing a small number of things really well. We choose to make a deep impact rather than trying to boil the ocean. Your success is what's most important, so we focus on you.
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Lower CostAmazon is known as the low cost provider of everything they sell. Similarly, we have been able to strip out the fees the financial industry typically charges - a major win for our clients. Literally a 50% - 80% savings to you. Ask us and we'll show you how we do this.
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Our purpose is to help you define what is important to you...and then help you achieve it.
We are purpose driven, not profit driven."- Paul R. Rossi, CFA
Investment strategy
controllable factors
Active Investing is the costly and frustrating exercise of trying to predict an unknowable future. No one can predict the future, so we don't try. We believe in using time-tested investment strategies - focusing on academic evidence and other factors we can control.
risk and returns
In lieu of trying to "beat" an ever-risky market, we structure your investment strategy to cost-effectively capture available market returns according to your unique financial goals and risk tolerance. We employ a scientific approach built on the academic framework to help build portfolios to optimize the return to risk ratio.
risk management
We apply powerful analytical software coupled with our experience to stress-test portfolios to minimize unnecessary market risk, so you can better stick to your plan.
Active Investing is the costly and frustrating exercise of trying to predict an unknowable future. No one can predict the future, so we don't try. We believe in using time-tested investment strategies - focusing on academic evidence and other factors we can control.
risk and returns
In lieu of trying to "beat" an ever-risky market, we structure your investment strategy to cost-effectively capture available market returns according to your unique financial goals and risk tolerance. We employ a scientific approach built on the academic framework to help build portfolios to optimize the return to risk ratio.
risk management
We apply powerful analytical software coupled with our experience to stress-test portfolios to minimize unnecessary market risk, so you can better stick to your plan.
Clear process
step-by-step client care
getting started
Even if we seem like a good fit for you, we know it can be daunting to take that first step. Our clear process walks you through a well-planned approach to get started.
building momentum
Our relationship unfolds at a relaxed and comfortable pace, with ample time to discover. Together we will implement and systematically review your wealth-building retirement goals.
moving forward
Each step of the way, you'll know where you stand, where you want to go as our relationship unfolds, and how we are going to help you get there.
Even if we seem like a good fit for you, we know it can be daunting to take that first step. Our clear process walks you through a well-planned approach to get started.
building momentum
Our relationship unfolds at a relaxed and comfortable pace, with ample time to discover. Together we will implement and systematically review your wealth-building retirement goals.
moving forward
Each step of the way, you'll know where you stand, where you want to go as our relationship unfolds, and how we are going to help you get there.
Paul R. Rossi, CFA
Awarded in 2021, 2022, 2023, & 2024 Five Star Wealth Manager
Awarded in 2021, 2022, 2023, & 2024 Five Star Wealth Manager
Five Star Professional conducts research which is objective and recognizes wealth management professionals who show a commitment to clients, demonstrate strong industry credentials and are evaluated on the quality of their current practice. To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria.
- Credentialed as investment adviser representative or a registered investment adviser. Click here for more information about the award.
- Actively employed as a registered investment adviser representative or as a principal of a registered investment adviser firm for a minimum of five years.
- Favorable regulatory and complaint history review.
- Fulfilled their firm review based on internal firm standards.
- Accepting new clients.
- One-year client retention rate.
- Five-year client retention rate.
- Non-institutional discretionary and/or non-discretionary client assets administered.
- Number of client households served.
- Education and professional designations.
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