True independence begins with an open perspective.
Our adherence to the fiduciary standard empowers us to create comprehensive investment solutions for our clients. Our goal is to augment your overall strategy and plan with thoughtful and unbiased counsel.
At Essex, we begin this process with a totally objective perspective. This doesn’t mean you have to start over from “square one”. In most cases, we can begin by making tax-efficient adjustments to your existing portfolio. In addition, if we think you’re being well served by your current advisor, we won’t hesitate to tell you.