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A lot of things can change during retirement.
We aim to be the one constant you can count on.
A Great Retirement isn't just about math.
It's one of the greatest transitions of your life.
A change of identity. A shift in time.
What kind of life might you have? And how will your portfolio enable that?
Explore what 'golden' means to you
Partner with you to achieve it
That's Why We:
Our Clients:
We're a retirement-focused planning + investment firm. That's truly what we love, and what we spend all day, every day doing.
So if you're nearing retirement, or starting to think about it more seriously, we'd be a good fit to chat with.
We work with retirement-minded folks with $2–5M portfolios, with at least $1M of investable assets, as a minimum.
If you don't meet this criteria, we might not be a great fit, but you can always reach out anyway, and we can provide resources for you!
We're just as invested in your amazing retirement as you.
We are looking for people who want more from their advisor, because our aim is to give more than you might expect. We invest deeply in our relationships and work best with people who value this.
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We Partner With
Retirement-Ready Folks, Who Tend to Be:
Super Savers
So many of our clients are surprised to find out their fears of 'not having enough' were unfounded – they saved more than they needed.
Idea-Havers
"Well, we always wanted a little house on the beach..."
We hear this a lot, and we perk up when we do. Exploring those ideas is a big part of why we love this work.
Progressive Thinkers
We care a lot about things like science, democracy, and progressive causes. Turns out, our clients do too.
Our clients are:
Longtime Savers
We tend to work with folks who have accumulated and saved carefully over their working years, and now are often in the position of having more than they need to survive.
We work on understanding the thinking behind the saving, and helping to spend and use resources in a way that feels in line with what you actually care about.
Having ideas about their retirement
When we hear a passing thought or idea, our ears perk up, and we ask about it. Why?
Because chances are, it might be a key to a great retirement! We support those ideas and help envision pathways to getting there.
Left-Leaning
We support progressive folks!
Nothing personal, just a long-held firm value honoring science and the environment (among other things).
Our clients often want to align their investments with those values, and we have some great tools for that.
We love science so much we named our firm after a principle...(our clients love that)
A lot of our clients tend to work at these fine companies:
We have a ton of experience planning for these situations.
You'll probably hear us say:
Are you leaving fun on the table?
Because we think retirement is more than just a money thing.
We believe that retirement is a time in your life when you get to pursue or do whatever you truly want, without work to restrict you.
Discovering that AND planning for it? That's the meat and potatoes right there!
Because we're easy to talk to.
Your financial advisor will help you make some pretty important decisions. And money stuff...gets a bit touchy.
We work to be an inviting and comforting voice in the whole process, so chances are, you'll feel a lot better telling us your concerns!
Because we ONLY do retirement planning.
Remember how you saw "retirement planning" on the list of things the firm will do for you?
We ONLY do that! Because it's a LOT (see here >).
So if you're planning your retirement, you might want a firm that specializes in this upcoming time of your life.
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