Our Story

Quiet EnjoymentThe Origin of Our Name

The right to live in and enjoy one’s home, in peace

We know that your home embodies your hopes and aspirations.  More than just an asset, a home provides a stable base from which we live our lives, raise our families, and create many of our most important memories.

Our clients feel confident knowing that they are working with the technical professionals aiming to create the stability and peace of mind to ensure your right to quiet enjoyment.

Our Story

In 2017 we were a traditional financial advisory group, providing clients in several states with what the industry historically considered “holistic” wealth management. We researched investments, constructed individualized portfolios, and created detailed financial plans, helping our clients with a wide range of questions and concerns.

A local mortgage broker came to us with a challenge. To help a business owner client with assets, but little verifiable income, get approved for a large loan. After conducting research and speaking with a number of professionals we created a solution. We were able to reorganize some of the client’s assets to fit the requirements and the mortgage broker got them their beautiful new home. This got us thinking…

Working with attorneys, CPA’s, mortgage brokers and other financial advisors we deepened our understanding across multiple disciplines, enhanced our professional partnerships and fine-tuned our processes.

Over the next 5 years we would discover our unique calling, hone our professional focus, establish our expertise, and develop a one-of-a-kind national program, becoming an industry resource trusted by clients and professionals alike.

Our Approach

  • Embrace the best practices in traditional wealth management and financial planning.  We provide all of the important services our clients have come to expect from a diligent financial advisor, Goal Setting, Risk Analysis, Investment Selection, Budgeting, Estate Planning, Charitable Giving, Education Funding, Insurance, Tax Strategy and detailed Financial Planning.
  • Incorporate real estate.  We review property holdings and goals and align them with the rest of your wealth.  Total net worth, cash flow, insurance needs, liquidity, diversification, tax local, estate planning, retirement, opportunity costs, returns, tax strategy, risk and client lifestyle.  All of these crucial topics are potentially impacted by our real estate decisions.
  • Welcome Partnership.  You are best served when all of your advisors work together.  We collaborate daily with CPA’s, attorneys, mortgage, real estate and other financial professionals to ensure that you are on track and that everyone in your circle has the tools and information they need to help you accomplish your goals.
  • Leverage Technology.  Just like the platforms we use; we are constantly innovating.  We continuously evaluate industry software to ensure that we have the best tools available to help you accomplish your goals.  We even helped design some of them.

Our Philosophy

We believe that the greatest impact for our clients occurs when we take the time to understand all of their financial life.  By incorporating real estate into our wealth management and financial planning, we are able to accomplish far more than when focusing on stocks and bonds alone.

 

Our Focus

Beyond traditional wealth management.

We specialize in helping clients recognize, understand, and navigate the numerous intersecting points where investments and real estate come together.

 

We serve

All 50 States

Puerto Rico

&

The U.S. Virgin Islands

Ready to get started?

The first step is a short, casual conversation to see if we can help.

Our calls are always relaxed and pressure-free.