Why would I choose a small independent firm over a larger well-established bank or wire-house?

Smaller firms like us, are able to focus on clients much more effectively than large banks or other firms. Since we have very little overhead to pay for, we can charge lower fees and provide a higher level of service. At a large firm, you really are just another account. With us, you will likely become a friend. We would much rather give great service to 50 clients, than poor service to 500.  Additionally, we’ve partnered with Charles Schwab as our custodian so we can be the boutique firm you might expect from a small independent firm but access to all the technology from a well established firm.