My name is Rachael and I have been in the Investment and Wealth Management world for 25yrs. I have worked with some of the largest investment management firms, and pivoted to a boutique, concierge and independent practice where I am a fiduciary, and offer best in class holistic investment and financial planning to clients.
What differentiates us? We listen to our clients and address their unique needs. We are equally credentialed and experienced as those at large firms - in fact, most of us came from those firms! We are completely independent and unbiased. We are fee based, and not compensated by commissions. We quarterback relationships with your Estate Attorney, CPA, bookkeeper etc. and if you do not have those professionals, we can assist with you establishing the best team for your needs, without bias. We develop a plan that maps to your needs, and always look out for your best interests. We care.
Our philosophy: Provide you with the confidence, empowerment and freedom so that you can Live More, and Worry Less.
I look forward to learning more about you and how we can support your next chapter!
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