Good News From The IRS – No, Really!
If you withdrew funds from your IRA this year as part of a required minimum distribution (RMD), you are probably eligible to roll the funds
Menu
Personalized Wealth
Management Services
Our Services
Investment Management
We combine fundamental analysis with a low cost, diversified, common sense approach to build investment strategies to meet our clients’ long-term goals.
Financial Planning
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.
Tax Analysis & Strategy
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.
Family Office Services
Certain clients require services that go beyond the scope of traditional wealth management including bookkeeping, document preparation, business consulting and more.
Experience and Perspective
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.*
0
Average years of
Experience Per
Advisor
+
0
%
Long-term annual
return for stocks
0
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.
who we are
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.
Our Recent Blogs
See all
Pandemic Scammers
Now is the time to be extra vigilant against scam artists seeking to defraud individuals during this Covid- 19 pandemic. The FBI recently issued warnings
The Great Repression
Economic policies are powerful forces for the stock market. Whenever the money supply or federal deficit spending has grown faster than economic activity (which is
