Schedule a Meeting.

Discuss your options.

Learn MoreBook an Appointment

Getting started with us is easy, safe, and transparent.

  • Introduction
  • Set up account
  • Set up access
  • Get Started


The first thing we like to do with a new client is to schedule a meeting or short introductory phone call. This gives us a chance to learn more about them and see how we can help. This is a free consultation.

Set up account

The next step is choosing the right account to open and drafting a model portfolio. Our models allow the client to preview how their money will be invested. This way we can confirm that everyone is on the same page before any final decisions are made.

Set up access

Upon opening the account, online access is set up so the client can track everything we’re doing. They can monitor performance, investment activity, move money in or out, and access special features. Clients can easily access their account online or through a mobile app similar to the way you access your bank account.

Check in

If you’re interested in investing with us, fill out the form below and we’ll get in touch with you, or you can call us at +1-630-588-3800.




No Lockups, No Restrictions.

We custody all client assets at Charles Schwab & Co (Schwab), one of the most trusted and reliable leaders in the industry. This means that Schwab has your money, not us. We simply have permissions on your account so we can manage your investments for you. You can remove these permissions at any time.

With account access at Schwab, you can watch everything we’re doing with your money and track our performance.

Why Schwab?
  • Industry leader
    • $1.3 trillion in assets
    • 3 million accounts
  • 500+ commission free ETFs
  • FDIC insured deposits
  • Excellent customer service
Your benefits:
  • 100% account access
  • No lockup period
  • Performance reports
  • Great mobile app
  • Banking options
Not sure how to handle your investments?

We can do it for you.

We can manage your investments for you in accordance with your risk tolerance and investment objectives. In addition, client’s have access to our entire suite of knowledge: from retirement planning, to saving for college, and more! We don’t charge by the hour or ask clients to pay for additional services or meetings.

We can help make your life easier when it comes to your investment needs.

Our Services
Who we help
  • Retirees
    • Soon to retire
  • Families
  • Young Professionals
  • Small Businesses
  • Non Profits
How we help
  • Investment Management
  • Multi-generational planning
  • Retirement Planning
  • IRA Rollovers
  • Tax sensitive investing
  • College Savings
  • General Financial Advice

Industry Average (0.95%)


Our Average (0.65%)


Our low fees save you money.

Our fee structure is simple and comes in below the industry average. This means you pay less for our services and get to keep more of your money.

Learn more about our fees

Quick FAQs

Do you still have questions about investing with us? Contact us!

Contact US

Where are client assets held?

All client assets are held at Charles Schwab in the name of the individual client.

How are you able to invest for me?

We’ll help you open the account at Schwab and grant us permission to invest your assets for you.

Can I track what you’re doing?

Yes. You will have your own login to Schwab just like you do with your bank account. You can track all of your investments and account performance.

Can you manage my money for me if it’s not at Schwab?

Unfortunately, no. The only way we can manage your investments is if they are held at Schwab, because presently, we use only Schwab as a custodian.

What if I no longer want you to manage my investments?

You can remove our permissions on your account at any time, at no cost. The account would stay open at Schwab until you closed it, but we wouldn’t have any access to it.



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