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Explore What We Do

Our Services

We offer standalone financial planning and consulting services but our primary focus in on asset management.  This begins with meeting(s) with a client to review the client’s goals, needs, financial situation and risk tolerance.  With the client’s permission, we may also work with the client’s tax and legal advisors to make sure we coordinate income and estate tax planning strategies.

Investment Plan

We will propose an investment plan that may include individual stocks and bonds, ETFs, mutual funds or other securities.  We may suggest the use of a properly licensed or registered sub-advisor if we feel that the sub-advisor will serve the client’s interests.  With approval with the client, we will work with the client to establish or transfer investment accounts.  Once the assets are under our management, the accounts are reviewed and holdings may rebalanced or adjusted to meet the goals of the plan.

Independence

As an independent adviser, we are free to make business decisions that place our clients’ needs over profits. To help us accomplish that, we decided to devote our time selecting investments in the best interests of our clients and chose Fidelity Clearing and Custody Solutions (FCCS) to act as the independent custodian of our clients’ assets. Our clients benefit from the long experience of Fidelity to safeguard their assets and receive independent reporting directly from Fidelity.  They are also able to access their accounts at anytime from anywhere, by phone or through Fidelity’s client portal.

Our Long-Term Investment Approach

Build

We plan for the long-term. Once you retire, your investment portfolio may be the only means to maintain your lifestyle. Our aim is to develop a long-term investment strategy that helps you stay on target with your retirement goals.

Distribute

We strongly encourage our clients to work with their tax and legal advisors to put in place an estate plan that will help provide for the efficient administration of their assets and help minimize the impact of state and federal estate tax. We work closely with many of our clients’ CPAs and attorneys to help implement the estate plan.

Transfer

We appreciate meeting our clients’ families because it helps us understand the family dynamics and the client’s desires or concerns. After a client’s death, an heir or trust beneficiary may need guidance about the management of the bequest, or a grandchild may simply want to talk with someone who knew his or her grandparent as a friend. We will be there for your family.

Our Services

We’ll serve you to the best of our abilities, always.

What You Can Expect From Us

You Come First

We serve as a fiduciary and put your best interests ahead of our own.

You are Supported

We choose secure systems for technology, compliance, reporting, and trading to better serve you.

Your Assets are Secure

We custody your assets with Fidelity Clearing and Custody Solutions for safekeeping. You can access your accounts 24/7 through the Fidelity portal.

We Work Together for You.

Our goal is a long-term relationship built on a deep understanding of your circumstances and goals. We then build a personalized portfolio to help you meet those goals with open, continuing communication.