Our Focus is You:

  • Diversification, discipline, and patience, are the three pillars of our investment philosophy.  Investment management is just one part of our comprehensive wealth management approach.  In collaboration with our in-house experts as well as our external network of advisors, we will craft a strategy for you and your family that incorporates financial planning, estate planning and insurance analysis. We aim to provide peace of mind and a calm voice during periods of global volatility.
  • In addition, our clients often consult us when making other daily financial decisions like; buying or leasing a new car, pre-paying their mortgage, assisting their children financially, and many others.  We form long lasting, personal relationships with our clients and their families that transcend generations because we are involved in our clients' personal lives. 
  • We are a closely-knit team that leverages the particular skills of each team member in order to provide you with superlative service; let us show you what we can do for you!

 


 

Our clients include:

  • Busy executives and professionals looking to free up their time to focus on personal and career goals. 
  • Successful business owners and self-employed professionals who need help managing personal and business assets.
  • Pre-retirees who want to make the most of their retirement savings as they approach retirement.
  • Retirees requiring innovative strategies to maximize their after-tax retirement income, while protecting their financial security.
  • Well-established families seeking professional guidance transferring wealth to the next generation in a tax-efficient manner.
  • Philanthropists looking for creative ways to enhance their legacy to chosen charities.
  • Non-profit organizations requiring assistance managing investment assets according to specific guidelines.
 

Michele J. Flarow, BA, CIM

Vice-President, Portfolio Manager & Wealth Advisor

506-637-7516 | Email me

Matthew J. Graham, CPA, CA

Associate Advisor

506-637-7508 | Email me