Our Mission, Vision, and Core Values

Our Mission

TO SERVE successful people as financial counselors. We focus on their unique needs. We collaborate closely with their other professionals. We manage the complexity that results from their achievements.

TO BUILD close working relationships across multiple generations as we focus on facilitating a shared family vision and legacy.

TO CONTINUE developing a great team and culture, where people thrive.

Our vision is to further the success of as many families as we can.

What Makes Us Unique

PERSONALIZED
Our clients have greater access to our advisors/planners and the investment committee/firm leadership than in most similarly sized or larger RIAs.

OBJECTIVE
We serve as fee-only, true fiduciaries*. We don’t succeed unless you do.

INDEPENDENT
We are employee-owned. We are free to serve you the way you deserve. 

* A fiduciary is a person or organization that acts on behalf of another person or persons, putting their clients’ interest ahead of their own, with a duty to preserve good faith and trust. Read the full definition here on Investopedia. 

A Brief History of the USS Constitution
 
One of America’s first frigates and national icon for more than 200 years, USS Constitution has had a long and illustrious career. USS Constitution is the oldest commissioned warship in the world still afloat. Nicknamed “Old Ironsides,” she is today berthed in Boston and is known as “America’s Ship of State.” Her story illuminates much about the U.S. Navy during the nation’s first 100 years. It represents our commitment to remain steady and steadfast in our service to clients. Learn more about the USS Constitution here.

 

Our Core Values

 

FUN

Enjoy the people you work with and the environment you work in!

 

RESPECT

For everyone.

 

INTEGRITY

Keeping our commitments and doing the right thing.

 

GROWTH

Constant improvement in our company, ourselves and our performance.

 

(A) CLIENT FOCUS

We live to serve.

 

TEAMWORK

Our success comes from working together.

 

EXCELLENCE

In everything we do.

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SHOOK Best in State Advisor

Forbes Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. View Patrice’s full Forbes profile here.

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