Invest in the direction you want to go.
Your needs — not ours — are the top priority. You can expect transparent fee-only investment management, a bespoke portfolio design, and personalized attention when you need it. In other words, no hidden commissions, no cookie-cutter plans, and no waiting on hold.
Aligned with your Values
Climate change. Social justice. What are you passionate about? A careful portfolio design can reflect - and even benefit from - an expression of your core values.
Customized for your Goals
What you want most out of life - and your money - is part of your unique story. Let's build a plan for saving, investing, and spending that helps you achieve your goals.
Leveraging technology as a means to offer you better service is a core part of our business. Tools like digital account opening, paperless work flow, and easy-to-schedule web meetings may mean you never need to set foot in our office.
meet dr. white
Mathematics doctorate, hedge fund quant, race car driver, software developer, math professor, and perhaps now your financial advisor. Christine's unique number-crunching, risk-managing, and tech savvy skills are at your service.
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Got questions? Let's try for answers. Click below to schedule a chat with Christine,
or send an email to firstname.lastname@example.org.
There's absolutely no cost or obligation.