Wealth Management

Wealth management process

Our wealth management process is the union of comprehensive goals-based financial planning with customized investment portfolios, while minimizing downside exposure and behavioral traps. This holistic approach is designed to help you reach your financial goals.


Over 30 Years Of Experience

Our team of advisors, led by CEO Charles Sawyer, has over 30 years of expertise in wealth management and holistic planning.

Led by our dedication to our fiduciary duty and commitment to first-class service, we believe in delivering a custom experience, as each client relationship is unique and no plan should be cookie-cutter in its approach.

Every client relationship begins with a detailed discovery process where we uncover your “why” and begin the process of our “how.”

The cornerstone of our process is your customized financial profile that is set as a roadmap and the foundation of the planning relationship moving forward. This allows us to show you, graphically and numerically, where you are and what steps are necessary to get to where you want to be.

We work together with our team of CPAs and estate planning attorneys to help ensure that all the members of your financial team are working together and in the same direction. This level of service is our dedicated approach to create an unmatched planning experience that goes beyond the common asset allocation and distribution strategies.

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“Our job is to go above and beyond to assist clients with every aspect of financial planning. When doing something as important as preparing for the future, you shouldn’t have to go it alone. We’re dedicated to providing security, protecting your legacy and promoting your financial well-being.”

– Charles Sawyer, Jr. | Founder & President