Managing Shareholder, CPA
Accelerate Your Financial Growth
Portfolio Management • Retirement Planning • Income Tax Compliance • Business Accounting Services
Portfolio Management
Tailored to your needs and risk tolerance
We are here to help you invest confidently. Our portfolio managers identify investment opportunities using experience, in-house, proprietary research, fundamental, and technical analysis, with a focus on evolving trends, and a disciplined investment approach.
Tax Strategies
Don’t miss out on tax savings
We optimize your tax savings using effective strategies to streamline and simplify your income tax planning and compliance.
Financial Planning
Be confident in your ability to retire
We use a holistic approach to create a personalized financial plan based on your needs and financial goals. Using this approach, we empower you to make strong financial decisions.
Personalized Service
Your individual goals and needs matter to us
Finding the right financial advisor is like making a lifelong friend. It’s important to find someone you trust who understands your individual needs.
Fiduciary Duty
Know that you are partnering with someone who puts you first
As fiduciaries, we are required by law to act in your best interest when providing financial advice, giving you confidence that we are working for you.
Qualified Professionals
No sales, no gimmicks, just professional advice
We are a boutique firm combining unique perspectives from our team of professionals holding Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™ and Certified Public Accountant designations.
Our Clients
Wealth Building
Families and professionals looking to establish a financial plan and build wealth. New businesses looking for guidance and tax savings strategies to help their business grow.
Wealth Management
Individuals looking for personalized portfolio management, financial planning and tax strategies. Established business owners looking for guidance and tax savings strategies to help their business thrive and operate efficiently.
Shareholders
Managing Shareholder, CFA, CFP®
Managing Shareholder, Accounting Director
