The first question
won’t be about
your money.

We talk. We ask how you got to this point, what you are worried about, and what you want your money to make possible. We do not present a portfolio and we do not ask you to bring statements. It runs about an hour, there is no cost, and there is no obligation to do anything afterward.

Two things. We want your story before your statements, because advice built without context is guesswork with charts attached. And we work as the coordinator across your CPA, your attorney, your insurance, and your investments. Most people we meet have all four and nobody connecting them, which is where the expensive gaps live.

Medtech and corporate executives, physicians and specialists, and business owners. The common thread is compensation with several moving parts, an income high enough that timing decisions matter, and almost no time to manage any of it. If your situation turns out to be simpler than that, we would rather tell you honestly than sign you up.

The office is in Mandeville, Louisiana. We are currently registered in Colorado, Florida, Illinois, Louisiana, Mississippi, and Texas, and most clients today are in Louisiana, Florida, and Colorado. Adding a state where you need us is usually straightforward, so it is worth asking if you are somewhere else.

Not necessarily. Planning and where your assets are held are separate questions. Some people engage us for planning while accounts stay where they are, which is often the case with a workplace plan that has limited options. Where consolidating genuinely helps, we will explain why rather than assume it.

The first meeting is free, and it always will be. It is a discovery conversation, and it is how we both work out whether this is a fit. If we go ahead together, planning carries a fee, and you will know the number before you commit to anything. Engagements come in three levels, starting at a one-time strategy engagement of $3,500 plus $250 a month from the second month, and the level depends on the complexity of your situation. For households above $1 million in assets we manage, the planning fee is typically waived. If we also manage investments, that is a separate and optional asset-based fee, quoted on our fee sheet and charged on top of the underlying fund, manager, and platform expenses. Cambridge's Form CRS also describes the services offered, fees and costs, conflicts of interest, and the standard of conduct that applies.

Both. Clients on the Northshore and around New Orleans often prefer to sit down in Mandeville. Clients in Florida, Colorado, and elsewhere run the relationship over video and email, which tends to suit people who travel constantly. Neither version gets a lesser standard of attention.