Broker Check

Our Primary Purpose

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

Finding Your Fit

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

High Touch Personal Service 

We offer all our clients a more personal and stylized approach to the management of their assets, whether here at the firm, or elsewhere. We value our client relationships and those aspects that make them unique, and we are committed to understanding and developing the “next right steps” to see their goals achieved and needs addressed. We pride ourselves on being accessible to our clients, candid in our thoughts, and creative in our approach.

Long-Term Perspective 

In investing, as in life overall, we take a “long-term” view. Our investment philosophy is rooted in the belief that a long-term horizon is critical to a successful financial plan. At the same time, we recognize needs change as life unfolds, as do the associated opportunities and risks. We are committed to developing a unique plan, walking out those steps, and making the appropriate adjustments as life unfolds.

Capabilities & Resources 

With almost 70 years of experience in financial planning and investment management, we are able to provide clients a unique and comprehensive approach to being their “counselor for all things financial”. As an independent firm, we can offer a unique array of product and service options through our relationships with strategic partners, innovative strategies and implementation, and the most current thought leadership. Relationships with trusted partners helps us ensure that your specialized needs in other areas, such as trust and estates, taxation, and banking, are met in an integrated fashion.

Transparency 

Our clients are at the core of all we do and our recommendations are always and absolutely driven by what’s in their best interests. As an independent firm, we have ability to focus on what we do best — advocate for your best interests with the deepest care, highest level of attention, and total dedication to your needs.

Client Centered

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.

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