Our Approach

How we’re different

OpenCircle Wealth Partners is an independent, comprehensive wealth management firm. Putting client interests first is not just a catchphrase – it is our legal commitment as a fiduciary.

 

Our process:

Discovery
& Research

02

Plan
Implementation

03

Ongoing
Review

04

We pledge to act in your best interests, no matter what.

We make recommendations based on what decades of peer-reviewed financial research have shown to be the right way to invest. We take the time and ask the questions to understand you, your family, your goals and your most important dreams. We help you craft a plan that touches on – and improves – the most meaningful aspects of your life.

With our unique background in wealth advising and behavioral medicine, our advisors are devoted to helping our clients understand and achieve their goals. OpenCircle Wealth Partners can help families with college planning, caring for elderly parents, and other family matters.

Investing in the Haystack, not the Needle.

So much of the financial industry is based on convincing investors to find the ever-elusive needle in a haystack – the hot stocks and popular trends. At OpenCircle Wealth Partners, we don’t believe in looking for needles in haystacks. We believe in owning haystacks. We help our clients do just that.

Decades of peer-reviewed financial research demonstrate how you can increase your expected returns and better achieve your goals when you focus on things you can control: minimizing costs, building a diversified portfolio, implementing effective tax strategies, and taking only those risks appropriate to your unique situation.

Ultimately, what we deliver to our clients is freedom — the freedom to tune out and turn off the nonstop, 24/7 financial news roller coaster and focus instead on what’s most important to them — their families, their health, their careers and achieving their highest aspirations.

Building a solid team around you.

Too many “financial advisors” are in the business of selling products, not serving you. We take a different approach. Every decision we make is measured against how well it helps you achieve your goals. We’re here to do what’s right for you.

That’s not just a promise. It’s our legal commitment to you. We are fiduciaries, which means we have embraced the highest legal standard to act in your best interests at all times.

We provide as much information as you need to make confident, informed decisions about your money and your future. We work with you, side-by-side, so you feel fully up-to-speed and in the loop on the best way to achieve your goals.

We’ll create a plan that will let you enjoy your life.

Your future – and your financial security – is about more than just investments. It’s about creating a plan to protect what is yours and manage risk across your entire financial life. We look at taxes, insurance, trusts, Social Security and charitable giving. We get to know any business or interests you may own, integrating and balancing these critical aspects into your overall financial plan.

Making investment decisions based on decades of peer-reviewed research is far better than relying on the latest “hot tip” from media pundits. We review the research and we take it to heart – putting the science of investing to work on behalf of our clients every day.

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We build financial plans based on your hopes and dreams

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