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Services

Investment Management
Personal Financial Planning
Small Business Consulting

We focus on three services that are distinct but interdependent: Investment Management, Personal Financial Planning, and Business Planning. Working in close partnership with our clients, we help them:

  • Identify and prioritize their financial goals
  • Invest with clarity and confidence
  • Maximize the long-term value of their business
  • Plan for business succession
  • Maximize pension and deferred comp plan benefits
  • Prepare for a secure retirement
  • Preserve and protect their assets
  • Reduce the impact of income taxes
  • Promote and preserve family harmony
  • Leave a legacy for future generations

Philosophy of Independence

We believe in providing objective, unbiased advice that’s guided by the client’s unique situation, not by product sales or corporate directives. We pledge to always look after the client’s best interests, motivated by our keen understanding of their needs and wishes.

Fiduciary Excellence

As a trusted advisor, we are candid in our advice, transparent in our fees and competent in our service. Our focus on expertise and professionalism is reinforced by our five-star rating from the Paladin Registry, a leader in the independent assessment of advisor credentials, ethics, business practices and services.