Independent
We represent no product or pre-built portfolio nor do we limit our recommendations to the one best suiting our needs when several solutions exist.
Credentialed
Our Advisors have been serving the investing public for over 2 decades.
Believers in education
Those retaining us for comprehensive financial planning will benefit from a personalized curriculum built to improve understanding of the broad scope of financial issues facing them now and in the future. Self-study materials will be made available through links on this site. And, watch the blogs to gain more insight into the workings of the financial services world so you are better prepared to make decisions with a positive outcome.
Sensitive to your tax situation
We have no proprietary formula or pre-built portfolios to which we automatically move your assets, possibly causing unnecessary taxable events.
Ready to act as a second opinion
Since we focus on total financial well-being, people can choose to involve us in comprehensive planning and asset management or work with us to identify opportunities for improvement and work on their own or with someone else to resolve them.