Everything we do challenges the status quo of the financial industry, and we believe in changing the advisor-client experience for better client outcomes.
We are an adaptive, research-driven, product impartial, fee flexible organization, attentive and intuitive in practice, with a culture committed to listening, learning, helping you define your mission, honoring your refined vision and plan, and applying the most relevant and current knowledge to the practice of servicing you, always with your best interests in mind.
This firm was created to elevate everyone we reach. In confidence, in clarity, in education, in wealth, with respect to family life, professional achievements, personal pursuits, organizational success, and in purposeful service to community.
Helping others thrive is built into the ethos of this practice. It seems like an ambitious statement. One that might seem like a typical marketing pitch in this new era of the “empathetic” company. Look closely though at the core of this firm and you’ll see is that it is committed to a process of discovery, dialogue, and guidance.
As the “old” Wall Street systems and processes give way to innovation, new technology, and access, I realized that what was accessible only to the ultra-wealthy 15 years ago is now available to more people, and at lower cost to the client. Bringing these insights, innovations, and access to the public became a top personal priority.
I hope we can help you refine your vision, define your mission, set your goals, and achieve what you want to do in life.
All The Best,
Greg Saurenman, Founder and Managing Director.