We focus on helping people obtain the best version of their relationship with money.

Values

We are not stereotypical financial people.

• We are a small, all female business which believes clients should be more like friends than accounts.

We believe in giving honest assessments to our clients.

• You might not always like what we have to say, but you’ll see that it’s always in your best interest.

We work with people who have a good relationship with money.

• We don’t take every client who walks through the door.

We strive for balance.

• We help you with the roadmap for your financial future. We help you manage the emotions that come with investing.

We are there for you in the good times and bad.

• We view our role as one of coach, trainer, advocate, helper. While it’s great to see a client succeeding in retirement, know we will also be there during life’s more difficult times.

We do things like give socks for holiday presents.

• Bomba socks benefit those experiencing homelessness, a cause that is close to the heart of Shanley, our co-owner. No it’s not an expensive gift… but it does do a little to help the people who need it in society.

Investment Philosophy

 "An investment in knowledge pays the best interest"

• We believe in a long term approach to investing that also takes into account shorter term changes in the market.
• Many strategies we choose employ analysts who are compensated for their investment results over time.
• Each of our clients have unique portfolios tailored to their needs.
• Each portfolio takes into account the client’s risk tolerance and appropriate volatility.
• We listen to our clients and help them make decisions based on their current financial situations.
• We are always available to discuss our clients’ portfolios.
• We have the resources available through our broker dealer to help us with investment research, to keep up to date with industry changes, and to support us in providing the best experience for our clients.
• We believe that solid research is fundamental to good investment decisions.
• We believe in investments that have teams of experienced analysts who provide in depth first hand information on markets and companies around the world.