We are set apart from other advisors in many beneficial ways:
As a small family business partnered with strong financial services companies in the industry, we believe that you get the best of both worlds: financial strength and individual, personal attention.
We not only advise our clients on investment strategies but also help clients form a plan and provide the tools to build your financial success. From investment management to tax, estate, education and retirement planning, we provide guidance and the knowledge you need to make informed decisions.
We are a “Fee-Only” investment management firm, offering advice not influenced by commissioned investment products (ie loaded mutual funds, annuities) and practice fiduciary responsibility to our clients.
We offer a wide range of investments so that we can find what is most suitable for your needs and use a discount broker to save you money.
We contact our clients on a regular basis to check in and to update client on the progress of their accounts.
With over 25 years in combined experience, we have lived many “financial lives” and are experienced with “bear” markets.