Our Services

We provide personalized service by listening to and respecting the individuality of each client. We provide fiduciary advice in accepting responsibility for our client’s financial affairs.

We strive to be accessible and responsive to our clients. Our advice is ongoing and proactive in order to keep our clients informed. We provide peace of mind to those who would rather delegate than go it alone in managing their finances.

Our independence allows us to place our client’s assets where they belong, without the distractions that accompany many of our peers (most of which are employed by large institutions). There is no agenda directing our day-to-day activities – we work to enhance the well being of our clients. Our advice serves client needs, not product sales.

We prepare comprehensive financial plans for all our clients (upon request) and at no cost. We treat every client with dignity and respect, regardless of assets under management.

The quality of our advice and the value we place on our client relationships differentiate us from others in our field. As a result, our business is growing.