Process

As an independent company, we provide greater transparency into each of our recommendations and actions. You retain complete control at all times over where, when and how your money is invested.

We know that trust is built over time. For that reason, there is no charge for your first appointment. Depending on the investment decisions you make, fees may or may not apply for some specific services.


We provide the guidance you need to help you reach your goals.John Brais, Founder & Owner

“We provide the guidance you need to help you reach your goals.”John Brais, Founder & Owner

Our clients expect and receive clear and consistent communication. We will work with you to set a schedule for meetings and reports to ensure your expectations are met. Our advisors will address your questions promptly and completely, providing a level of service expected from a financial professional.

When changes in your life arise, we will sit down with you to review your financial plan so that it remains relevant and focused on your goals.

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