With a DURABLE Wealth Management relationship, we offer 24/7 access to your portfolio via a secure client login.  You can “peek in” on all your accounts in real time from anywhere in the world.

We can link your account to your favorite bank and on-demand, push or pull money for a truly seamless investing-banking experience. Have confidence you can ADD to or WITHDRAW from your assets at any time.

Our clientele is nationwide and our investment discussions are just as successful and productive via video conference. When appropriate we meet clients and their referrals in a number of major U.S. cities, as well.

With no proprietary products to offer, we have the freedom to select what’s right for you. Our transparent fee structure is based on the client’s assets under management.  If they go down, so do our fees.  We bear the economic impact of our decisions, side by side with our clients.

We hold (at least) annual visits and regular reviews to discuss your investment goals as your needs evolve.  Equally important, it's an opportunity for us to share our economic outlook with you. Our clients contact us freely, at no charge, with questions or simply to discuss their portfolios.  This is the DURABLE Difference.