“The desire to serve a select group of families and all of their financial needs.”

As of 2016, the US Department of Labor sited 249,400 Personal Financial Advisors with 30% job growth projected over the next decade. How is a responsible investor expected to differentiate the good from the not-so-good?

We specialize in Comprehensive Personal Wealth Management

~ Not insurance sales; Not tax returns; Not stock picking

We remain highly personalized by limiting advisors to 50 relationships

~ It is common for a single advisor to “serve” several hundred clients

We consider quarterly meetings to be the minimum standard for our clients

~ Many advisors have a goal of one meeting per year and fail to achieve even that

We know communication is the key to conveying and achieving your goals

~ We will start every meeting with an agenda and follow-up every meeting with a summary

We acknowledge you are entitled to privacy and security in your financial life

~ An online client portal allows us to collaborate on sensitive information privately and securely

We believe you are more than a number; you are our friends & our family

~ We will gladly trade higher profit margins for lifelong relationships