“Rely on the ordinary virtues that intelligent investors have relied on for centuries; common sense, thrift, realistic expectations, patience, and perseverance.”
– John C. Bogle, founder of Vanguard, the world’s largest mutual fund company
We provide advice. Period.
If that’s not clear enough, take a look at our list of our do’s and don’ts. What we don’t do may be just as important as the services we do provide. It should help you understand why we’re unlike other wealth advisors.
Here’s what we do
Identify your financial priorities and long-term objectives.
Review your entire balance sheet, investment portfolio, and cash flow details.
Assess your portfolio and financial, tax, and estate plan.
Present new opportunities for planning, tax savings and fee management as part of a detailed plan developed for your specific needs.
Provide clear, flexible reporting, and even customized reporting for clients with highly complex plans.
Coordinate all account paperwork, facilitate the implementation of appropriate investment strategies, and provide discipline around your financial plan.
Here’s what we don’t do
Earn any fees from anyone other than what you pay us.
Sell anything — not insurance, not our own funds, nada, zip, zero.
Run proprietary research in-house. We leave that to companies with the focus and resources to execute on the strategies we advise you to execute.
AdvicePeriod is an SEC-registered investment advisor dedicated to focusing clients on the important decisions necessary to manage their wealth. By combining actionable planning advice with objective investment guidance, we strive to enable clients to achieve their financial goals and shape their legacy for generations to come. This is how wealth management is going to evolve. This is AdvicePeriod.