General Info

Our business is based around our strong relationships with our clients. We want to know about you: your family, career, interests, values, and goals. This is the best way to identify your specific needs and match your unique situation with an ongoing investment strategy. It is our mission to help our clients better understand their options, and get them on the right path for their financial future. Our client relationships run from one-time, as-needed engagements to on-going regular meetings. You can choose how to pay for our services. We do fee-only, by-the-hour service (in which you pay for just the time we work for you), or traditional brokerage. We offer a wide array of investment options including stocks, bond, mutual funds, institutional money managers, and alternative investments. We Specialize in: Customized Investment Management Retirement Transition and Management Tax Planning Business Planning Estate Planning Other Services: Cash Flow/Budget Analysis Charitable Gifting College Savings Life & Disability Insurance - Quotes/review of current policies Divorce Planning Social Security In-house complimentary notary for existing clients