It’s how we get to know who you are and what matters most to you. Once we have that depth of understanding, we can apply our knowledge and experience to help you achieve your goals.
Our principal, Bert Doerhoff, is a registered investment advisor. As a certified public accountant (CPA), he brings expertise in not only building and preserving wealth but also addressing tax-related issues.
Our CPA and financial advisor’s investment recommendations are grounded in science and tailored to meet your particular needs.