About Us
We provide comprehensive financial planning and investment management services. Our mission is to help our clients feel comfortable and confident with the financial decisions that they make in connection with their life goals.
Integrated Investing
We provide integrated investment portfolio management across all areas of client assets – and we put everything on one page for you so you can see the whole picture.
We invest for both growth and capital preservation, according to client needs, so you are targeted to have less downside when the market is down, while still seeking opportunity to grow the purchasing power of your assets over a long period of time. read more
Flexible Planning
We offer ongoing, flexible, and custom financial planning that gets to the questions our clients want and need answered about their financial lives, and to how the personal and the financial intersect. read more
Client-centered Relationship
We offer our clients a positive, transparent and client-centered relationship.
We are independent of the conflicts of interest endemic in many investment operations run inside banks, insurance companies, and large Wall Street firms.
We charge you a fee based on your assets under management for our comprehensive service. Our financial interests are aligned with yours, and you get a relationship where you are encouraged to be in touch with us on a very broad range of financial issues.
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We offer good value to clients with portfolios over $500,000 in assets under management.
We work for over 225 individuals, couples, families and trusts, and manage over $250 million in assets.