Our clients receive a custom published newsletter each month with timely informative views direct from the Portfolio Manager.  Client contact is one of our team's main priorities and the newsletter tops the list of most frequent compliments we receive. 

Whether you are evaluating the service and advice you currently receive or you have new found wealth to consider entrusting in our care, the newsletter is a consistent contact you can count on for insight and advice.  Request a copy of the most recent version today by emailing Jason or Nancy directly:



Personalized service you deserve, expert advice you need