The primary focus of our practice is on providing a comprehensive wealth management service that incorporates financial planning, portfolio management, estate planning and insurance. We service our clients through a team-based approach, leveraging the particular skills of each team member.
Our clients entrust us with their hard earned money and we are dedicated to both earning a solid return and protecting their savings. We understand that each client is unique and our approach is tailored to the needs of each individual and family.
- Provide structure and peace of mind with respect to your financial affairs
- Free up your time
- Be the voice of calm in volatile markets
Our Three Core Values
No one reiterates them better than Warren Buffet: Trust, Discipline, and Patience
- Trust - "It takes 20 years to build a reputation and five minutes to ruin it"
- Discipline - "To invest successfully over a lifetime does not require a stratospheric I.Q., unusual business insight, or inside information. What is needed is a sound intellectual framework for making decisions and the ability to keep emotions from corroding that framework."
- Patience - "The stock market is a device for transferring money from the impatient to the patient"
- Business Owners looking to effectively transition from their business while reducing taxes and maximizing retirement assets
- Professionals including healthcare professionals, lawyers, accountants and engineers
- Executives looking to protect, enhance and grow their wealth
- Retirees looking to maximize after-tax income