For more than 30 years, our approach to overseeing our clients’ investment portfolios has been based on personalized account planning, risk minimization, disciplined professional money management, and tax efficiency. Our financial planning and investment management programs are carefully linked. We work to protect the wealth you have already accumulated by thoroughly evaluating and minimizing the risks you face. Then we establish a plan for growing your wealth, so that you can move toward your most important financial goals.
Communication is key to our investment management approach. We want you to be fully informed about the implementation of your personalized investment strategy. As an independent, fee-based firm, we are under no obligation to recommend specific investments or financial products. Our advisors do not have to satisfy sales or earning quotas. They build an investment strategy based on your family’s needs and priorities. They also have full access to the accumulated experience of our entire firm. Our success is determined by our ability to help you build financial confidence and become financially independent. We are realistic in our goal setting and conservative in our investment approach.
Our commitment is to earn your trust and confidence by being objective and independent, offering you the highest-quality financial management and advice.