01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Our Services

Our Team

We manage assets for individuals and families, providing investment management, and financial planning services.

Blog

We hope everyone is staying safe and getting to enjoy summer at least somewhat - even if things are quite a bit different. The markets have certainly started being a bit nerve wracking again. There are definitely risks out there and a lot of headlines that might cause concern if not panic. In the last 3 months, expectations have gone from complete uncertainty to optimism about getting through this and reopening back to a lot...
The news continues to get scarier - mainly because of all the changes to daily life and interruptions to plans. Our very own office manager Sheila WAS supposed to be meeting her daughter in Seattle after her Coast Guard deployment to Antartica, and then heading to Wisconsin for her son's wedding. That is all up in the air now. There are undoubtedly similar stresses for many of you. Please do not hesitate to contact us...
Well - we certainly don't have any more good news since my last email - but I wanted to share a bit about WHY stock prices have dropped so much - and why the fluctuations are so extreme. I want to share some insight into the minutia of stock valuations - hopefully without too much detail that I lose everyone. When you value any stock (of which the "stock market" is just a compilation of...