1 / What does “fiduciary” mean?

A fiduciary is legally required to act in your best interest at all times. As an RIA, we are fee-only and transparent.

2 / Do you work with individuals and businesses?

Yes. We serve high-net-worth investors, families, business owners, and HR professionals across a wide range of goals.

3 / How do you charge?

We operate on a flat AUM fee model with no commissions. All costs are disclosed upfront.

4 / How does your 401(k)-benchmarking work?

We analyze your Form 5500 filing, identify cost inefficiencies, and provide a side-by-side fiduciary review. It’s free and no-pressure.

5 / Can I meet with someone locally?

Yes — we’re based in Palm Desert and serve clients in person and virtually across the state.