About Us
Integrity
- We strive to earn your trust every day by always placing your interests ahead of our own and doing exactly what we say we will do
- Your assets are safely held by a third party custodian with dual confirmations and statements
- We operate transparently so you always know what to expect, whether it be our fee structure or how we manage investments
Commitment To A Proven Approach
- Our values-based process focuses on your unique circumstances providing customized strategies that fit your situation
- We tend towards a patient, conservative approach, but we are always on the prowl for opportunities that benefit you
- Our small size, big-competence approach ensures you receive the personalized attention you deserve
Why Us? Experience.
- Our senior level advisors have over 40 years experience in the financial services industry
- We serve clients with varying degrees of wealth who appreciate working with thoughtful, competent advisors
- Our credentials and professional affiliations give credence to our education, training, and adherence to the highest ethical standards
- We are a fee-only firm.
Our Services
Wealth Management
Wealth management brings your financial blueprint to life and ensures you stay on track to a secure financial future. Our most comprehensive service takes the pressure off your shoulders.
Investment Advisory Service
If you do not need or desire comprehensive financial and investment planning, we offer a proactive investment advisory service to manage your portfolio for growth, future or current income, and wealth preservation.
Consultation Services
Do you need help navigating around a specific financial issue or are you unsure if a financial advisor is something you can afford? We are still here to help.
Comprehensive Financial Plan
The backbone of your financial success! Together we determine your financial goals, set a plan to achieve those goals, and then implement the chosen strategies and periodically adjust in response to current circumstances.
Why Clients Choose Us
When you choose a financial advisor, you take a giant leap of faith. You place your financial welfare in the advisor's hands and hope you made the right decision. We're confident the right decision is us.