We combine fundamental analysis with a low cost, diversified, common sense approach to build investment strategies to meet our clients’ long-term goals.
Our team merges estate planning, retirement planning, income needs, insurance and all other aspects of your financial picture to ensure you stay on track to meet your goals.
We maintain CPAs on staff and work closely with our clients’ CPAs to implement proactive tax planning solutions that minimize tax expenses in the short and long-term.
Certain clients require services that go beyond the scope of traditional wealth management including bookkeeping, document preparation, business consulting and more.
Our advisors are experienced and our firm is tenured. Our long term approach is based on our belief that stocks are the best vehicle for wealth creation for individual investors. Historical returns support our view.*
Average years of
Experience Per
Advisor
Long-term annual
return for stocks
Years in
business
*The annual return for the S&P 500 Index from 1926-2019 is +10.0% with dividends reinvested.
Source: S&P data © 2019 S&P Dow Jones Indices LLC, a division of S&P Global. All rights reserved.
We are fiercely independent and act as fiduciaries on behalf of our clients. Our team members have both a passion to serve and a passion to learn. We are optimists and believe that the world is getting better with time.
Together, we are facing an unprecedented situation. The global pandemic is indiscriminately affecting all our families, our businesses, our communities and our investment portfolios. The
“The real key to making money in stocks is to not get scared out of them.” – Peter Lynch We certainly live in interesting times.
The world is watching the spread of the COVID-19 (Coronavirus) with great concern. The feeling of uncertainty has spread across the globe and is unsettling
