Conduct
We conduct business as a team together with our clients, as a successful musical group does with listening, trust, and respect.
Our planning process involves dialogue and collaboration, rather than telling you what to do, because our firm does not profit from where you choose to implement your plan. We do not ask to manage your assets in exchange for providing you with advice or planning services. With our interests aligned, we act as your fiduciaries.
As an entrepreneur himself, Raffi built this firm so that putting your interests first is not merely a marketing slogan. He designed his values into the business model to incentivize guidance without the pressure of gathering your assets.
Our fees are straightforward, they are not hidden or difficult to decipher. With transparency established, we sell only advice and planning – without products or investments to sell you further – thus enabling us to integrate all components of what’s important to you.