Wealth Management
It’s all about the plan.
Beyond Investments: Your Life, Designed
We believe your wealth should serve your life, not the other way around. We’re a financial planning firm first, focusing on your aspirations, not just market fluctuations. Your investments are simply tools to help you reach your goals, whether it’s early retirement, a dream home, or a legacy for your family.
Where do you want to go? Our expert team crafts comprehensive financial plans tailored to your unique vision. We’ll then strategically manage your investments to get you there, ensuring every dollar works towards your most important destinations. Let’s build your future, together.
At Note, we recognize that a strong investment strategy begins with a dedicated investment committee. Like many leading financial firms, we have one, and we’re proud of the expert work they do to identify, analyze, and implement the best investment opportunities tailored to meet our clients’ unique financial goals.
What truly differentiates Note is our Financial Planning Committee (FPC). As our client, you don’t just receive guidance from your lead financial advisor—you benefit from the collective expertise of our entire advisory team.
Not Just a Plan — A Strategy for Life, Legacy, and What Matters Most
Our FPC meets twice monthly to conduct in-depth reviews of new client financial situations, ensuring comprehensive and personalized financial planning with no detail overlooked. This collaborative process ensures that our advice is aligned with your specific needs and long-term wealth objectives.
That financial plan includes everything:
- What you value
- Where you want to be in 3 years, 15 years, 40 years
- Who you need to take care of
- And yes, the investments needed to get there
Our investment committee’s selection process.
The art and science:
How do we choose the investments to offer you? In addition to personalized financial reviews, our committee continuously monitors key macroeconomic trends, market developments, and global financial shifts that impact everyone. This proactive approach enables us to adapt and optimize your financial strategies, empowering you to make confident, informed decisions about your financial future.
If an investment isn’t achieving its objective and meeting our strict standards, we won’t include it in your portfolio.
If it’s not a fund we’d feel confident investing in ourselves—or recommending to our family and friends—we wouldn’t want you, our valued client, invested in it either.
We are fiduciaries in the truest sense of the word. Unlike advisors who earn commissions from the products they sell, we don’t receive compensation that depends on your choices—so you can trust that our advice is driven solely by your best interests, not our bottom line.
Ready to experience wealth management backed by a team approach? Connect with us to start building your personalized wealth strategy.
Your investment portfolio needs to work.
It doesn’t need to be flashy. And it shouldn’t leave you at the mercy of the twists and turns of the market. That’s why you have a plan after all. Even then, every time the market turns volatile, we get calls from our friends and clients. “What should we do?” That’s just the human thing to do. We see you.
But we planned for this.
The plan doesn’t change unless your goals or values do. Our investment portfolios are designed to work in both “up” and “down” markets. Because that’s what markets do.
Lots of people invest for the sake of investing.
You should be investing as one part of a bigger plan: relentlessly pursuing your eudemonia. Because we believe what you give your attention to makes all the difference.
“You could see the whole picture…
Sometimes I couldn’t believe how many ideas you brought to us that we never would’ve given thought to.”
– Gerrie Reid, family business leader, proud of her husband and the rest of her family’s work and missing them much
Gerrie Reid is a current client of Note and was not compensated for providing this testimonial.