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.

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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.

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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.

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Family Office Services

Certain clients require services that go beyond the scope of traditional wealth management including bookkeeping, document preparation, business consulting and more.

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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.*

Average years of
Experience Per
Senior Advisor

+ 0 %

Long-term annual
return for stocks

Years in
business

*The annual return for the S&P 500 Index from 1926 – 2022 is +10.0% with dividends reinvested.
Source: S&P data © 1926 – 2022 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.

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