Comprehensive wealth management from financial planning to investment management implementation
You work with a dedicated professional who is a senior person in the firm
First, We Listen
The most important part of our service to you begins with listening. We listen to your goals and concerns.
From there, we begin to build the best plan suited to your needs.
We communicate with you regularly. Throughout the relationship, we are on-call for you to discuss any questions or concerns.
Our portfolio managers have over 140 combined years of experience through nearly every type of market condition.
We remain steadfastly focused on time-tested fundamentals, ignore market fads or manias, and provide you with consistent management designed to meet your unique goals.
We strive to provide competitive results balanced with risk mitigation and capital preservation, all in concert with your overall financial plan.
Customized for your plan & goals
Diversification & High Quality Holdings
Expert portfolio management
A custom roadmap for your situation
Goals-based planning; your goals, not ours
Collaboration with your other advisors (CPA's, attorneys)
Ongoing reviews and communication
Client goals & concerns drive the process
Personal touch through a dedicated portfolio manager
Serving clients is our priority