Broker Check

Going the extra mile for clients is never going out of our way

We devote ourselves to providing a consistent and collegial wealth management experience in which our energy and authenticity characterize each interaction. The value we deliver comes from our familiarity with our clients and our ability to explain risks, trade-offs, and what the future may hold.

our process

Assessment

During our initial meeting, we will learn from you what is important to you.

  • Is leaving an estate a priority?
  • Do you want to travel? 
  • What are your philanthropic goals?
  • Where are you now and where do you see yourself in a few years? 

Implement

With the confidential information you share with us, we develop a financial plan that evolves with you over time. This financial plan will be a guide through market cycles. It will remind you during the not-so-good times why and how your portfolio is developed. We actively manage your portfolio using fiduciary principles.

Review

We comprehensively review each financial plan annually to evaluate any necessary changes. We can do this review even more often if needed. Clear communication is a top priority for us. We strive to maintain regular communication with you, adjusting our frequency to align with your preferences.

Meet Our Team

Alec Price

Alec Price C(k)P®, CPFA® & CRC®

Founding Partner, Wealth Manager

Ready to get started? We are ready to help.

Contact Us
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Download our free social security e-book!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This e-book has the tools you need to get started developing your Social Security strategy.

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