We’re really pleased with the changes we’ve made in 2017 and we thought we’d review them with our clients (and prospective clients) as we close out the year. But first, a little history.

Our clients who have been around a few years know we've made lots of changes. From the creation of an independent financial advisory practice in August 2011 (then called "Palo Alto Investments"), to new custodians, new investment strategies, early adoption of new technology, the total reinvention of the firm into the fee-only RIA, nVest Advisors