Don’t Un-Win the Game.

Each of us has a different definition of wealth. For some, it’s the accumulation of capital. For others, it’s the freedom to spend more time with family and friends. Whatever your definition may be, once you’ve achieved it, you don’t want to let it slip away.

We understand. That is why we are wealth preservationists, first and foremost.

We begin with a thorough assessment of your risks—both those you see and those you may not. We then examine the significance and likelihood of each risk to determine its potential impact. With your unique risk profile complete, we will recommend insuring where appropriate. And we will be mindful of uninsurable risks as we develop and manage your investment portfolio.

This “risk-first” approach serves our clients well and is the foundation of every decision we make. As we like to say, “Don’t un-win the game.”

Life-size chess pieces courtesy of Nomi Klein.