Our Approach

Our portfolio managers use a disciplined long-term buy-and-hold strategy seeking capital appreciation and growth in dividends and interest .  We work closely with our clients to help them achieve their financial goals relative to their individual risk profile.

Our Investment Philosophy

  • We work with our clients to construct a diversified portfolio based on his or her risk tolerance, time horizon, and financial goals.
  • A key element of portfolio management is managing risk.  We work with our clients to help them understand how risk impacts their portfolio.
  • Our managers are familiar with our clients’ tax situation and consider how taxes will impact their investment decisions.
  • Our managers seek to minimize income taxes and keep investment fees low.
  • The cornerstone of our investment philosophy is compounding interest and dividends.

Our Fiduciary Duty

A Fiduciary is an individual who is ethically bound to act in another person’s best interest when providing financial advice.  Our fiduciary duty means that we:

  • Place the interest of our clients above the interest of ourselves and our firm.
  • Avoid all conflicts of interest and provide disclosure of any potential conflicts of interest to our clients.
  • Act with care, skill, prudence, and diligence with regard to a client’s goals, risk tolerance, objectives and financial circumstances.

Our Fee Structure

We are a fee-only firm (i.e. no commissions).  We do not receive any kickbacks or payments from third-parties, allowing us to put our clients’ needs first.

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Focus on your Financial Future

We offer a unique perspective in wealth management by combining our team of dedicated wealth managers and Certified Public Accountants to provide you with exceptional investment advice.


Plan for your Future

Financial planning is important at any age.  Don’t get caught unprepared!

Take a look at our financial planning video to see our process.


Wealth Management Services

Portfolio Management

  • Disciplined long-term buy and hold strategy
  • Focus on compounding dividends and interest
  • Risk analysis to determine appropriate asset allocation

401K Management

  • Our advisors can help you to manage your retirement plan options
  • Services include help allocating 401k assets and contributions in alignment with your risk tolerance

Financial Planning

  • Long -term cash flow planning for retirement
  • Goal-based planning for college, retirement or other financial goals

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.