We create long-term relationships built on mutual respect  and trust. Because Investment and Wealth Management means  different things to everyone, ultimately your unique  circumstances will determine the path taken. 

We focus on:

  • Disciplined Investment Strategies
  • Wealth Transfer
  • Risk Management
  • Philanthropy
  • Banking and Credit
  • Cash Flow Management
  • Tax Planning
  • Family Continuity  

If you already have an Advisor  and are uncertain what you pay  or how much potential risk exists in  reaching your goals, please contact  us for a complimentary second opinion. 

We are happy to discuss  your unique situation and how we can add value.  To arrange a meeting,  please call or e-mail: (902) 424-1078


Coordinating Your Affairs to Simplify Your Financial Life