Broker Check

Individuals & Families

Our Commitment to You

We are dedicated to helping you achieve your investment goals by providing personal attention and quality services.

How We Help You Succeed

We provide cost-efficient portfolio construction, comprehensive wealth management, and ongoing discussions to earn your confidence and help you achieve your goals.




Our Services

We offer a range of planning resources and services to help you reach your goals:

  • Comprehensive portfolio management
  • Periodic reviews
  • Financial planning
  • Investment strategies
  • Ongoing investment monitoring
  • Insurance strategies
  • Cash-flow and tax planning
  • Coordination with other professionals
  • Wealth management
  • Income distribution
  • Estate planning
  • Retirement planning

How We Communicate With You

We offer scheduled planning reviews, regular check-ins, ongoing education opportunities, and an informative client newsletter. You can also count on a response within 24 hours whenever you contract us with a question or concern.

Our Fee Structure

Our investment advistory practice is fee-based. Our annual advisory fees are calculated simply as a percentage of assets under management. Our fees are not based on trading activity or commissions. We believe all client needs are unique. Consult your advisor for fee arrangements specific to your circumstances.

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