Work directly with Michael Douglas, a Certified Financial Planner, and Allison Batt M.S.

Using decades of industry experience we provide clear recommendations designed to help you grow and protect your wealth.

It all starts with a conversation…


Tax Strategies*
Are you concerned about the impact of taxes on your investments? We recommend tax strategies designed to help you keep more of what you’ve earned.

The Highest Level of Personalized Service
We treat our clients like family. We create personalized strategies around your full financial picture, focusing on the things that matter the most to you. You have access to our cell phones. NO 800 numbers. NO phone trees. No phone transfers.

Clear Recommendations
We define your options, providing straightforward investment guidance.

We Do the Work
We implement the strategies and keep them on target as your life changes.



Tailored recommendations incorporating your priorities, goals and risk tolerance.

Personalized tax strategies that may help reduce taxes on your investment portfolios*.

Asset allocation strategies balance risk and investment timeframe.

Active management balances gains & losses.

Professionally managed portfolios address goals of your choice.

Access comprehensive planning sessions targeting retirement, college, life changes and risk management.

Direct access to your wealth managers – Allison Batt, M.S. and Michael Douglas CFP, CLU, ChFC. Call our cell phones. Our business is designed around you. NO 800 numbers. NO phone trees. No phone transfers.

Seamless coordination with your financial network of attorneys and accountants. With your permission, we work together to compliment existing relationships.



$5,000 – $250,000 – 1.00%* ($100 per $10,000 invested)
$250,001 – $500,000 – 0.90%* ($90 per $10,000 invested)
$500,001 – $1,000,000 – 0.80%* ($80 per $10,000 invested)
$1,000,001 and up – 0.70%* ($70 per $10,000 invested)

*additional fees charged by the underlying funds and management platform will apply.

Work with the Highest Standard

Work with a Certified Financial Planner

*While an investment strategy shouldn’t be based solely on taxes, it should still consider any opportunities to manage, defer, and reduce taxes. We manage taxes by considering the role of losses, the timing of investments, and investment selection. We consider the tax efficiency of using various ETFs and mutual funds. Taxes may be deferred by considering the use of tax-deferred accounts. Taxes may be reduced by considering strategies such as charitable donations, funding education expenses using a 529 plan and funding retirement accounts. We do not provide tax advice. We do not file your taxes.