Our Tools
Fiduciary Analysis
We use software through Fi360 to analyze and screen investments. This technology allows us to use prudent practices to gather, grow, and protect assets with a fiduciary standard of care. Our firm carries the Accredited Investment Fiduciary (AIF) designation as well as Certified Plan Fiduciary Advisor (CFPA) designation to demonstrate our commitment to our clients.
Wealth Management System
We use E-Money software to help our clients plan for life's journey. This extensive planning software empowers us and our clients to take action, see impact, and celebrate wins, together. Confidence can be found when a proper plan is put into action.
Microsoft Teams
Our virtual meeting platform provides a first-class client experience from anywhere, at anytime. Whether it’s from your office, the comfort of your own home, or while you’re traveling, we give you the power and flexibility of having a full meeting experience on your computer, phone or tablet.