Our Mission
The Successful Investor Mindset
Successful investors are built differently than those that are less successful. They have certain characteristics regarding how they view and use money that makes them more disciplined, consistent, and patient. We use these characteristics and other principles of behavioral finance in seeking to elevate the wealth management of our clients.
Our Services
High-level wealth deserves high-level planning. In addition to a plethora of products and wealth management tools, our team focuses on six key services for high net-worth families and individuals.
Burns Insights
Our team is proud to personally write our quarterly newsletter. We always begin the writing process with this question: What do our clients need to hear right now?
Embracing Our Non-Binary Worldby Noah Burns
2024 has graced us with a lot of market unpleasantness so far. Corrections like these happen almost every year, but whether this is your first correction or your thirtieth, it’s never very fun.Newsletter
My Transition – Arrogance of Youth to Stubbornness of Old Ageby Robert Burns
To everything there is a season And a time to every purpose under Heaven Lyrics from Turn! Turn! Turn!Newsletter
Real Estate: A Big Piece of Your Financial PuzzleBy Noah Burns
Real estate is frequently one of our clients’ largest asset classes, and it can come in several forms, like personal residences, commercial buildings, rental property, and more. This means that the financial health of our clients often relies upon prudent management of real estate.Newsletter
Rethinking Time HorizonBy Noah Burns
Time horizon is one of the most important concepts to understand for your personal finances, yet I often see investors grossly underestimating their time horizon. In general, the longer the time horizon is for your investments, the more aggressive you can afford to be.Newsletter
218 Days: Wake Me Up When It’s OverBy Robert Burns
Can you guess what I am talking about? Well, it sure isn’t Christmas!
It’s everyone’s favorite quadrennial event, the Presidential Election. Yeah! What will this year’s election hold in store? The last one was so fun and uneventful (read sarcasm). Yeesh!Newsletter