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What We Do

First and foremost we listen. Our success depends upon thoroughly understanding your needs, concerns and goals. Everything else is built upon that understanding. Our team will work comprehensively with you as we provide strategies for the multi-dimensional aspects of your family's financial affairs.

How we help you succeed.

Based upon sound risk management principles we provide cost-efficient portfolio construction, comprehensive financial planning strategies and ongoing discussions to earn your confidence and help you achieve your goals.

Our Services

We offer a range of planning resources and services to help you reach your goals:

  • Comprehensive portfolio management
  • Ongoing investment monitoring
  • Periodic reviews
  • Financial planning
  • Investment strategies
  • Insurance solutions
  • Cash flow and tax planning
  • Wealth management
  • Income Distribution
  • Estate planning
  • Retirement planning
  • Coordination with other professionals

How We Communicate With You

Scheduled outreach includes regular planning reviews, check-ins, ongoing education opportunities, and online access to our wealth management system. You can also count on a response within 24 hours of any request to our firm.

Our Fee Structure

Our investment advisory practice is fee based. Our annual advisory fees are calculated simply as a percentage of assets under management.