Our wealth management process begins with understanding your life priorities, risk tolerance, liquidity needs, timeline, financial resources, goals, and concerns. It progresses into a financial strategy aligned to what matters most to you; one supported by our disciplined investment process and the convenience of the banking resources from Bank of America. It culminates with a personalized wealth management plan designed to help you optimize the quality of life for you and your family, which includes a dedicated relationship to you and responsible service tailored to your preferences. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP and CERTIFIED FINANCIAL PLANNER in the U.S. 