Guiding clients for over 45 years
What We Do
Investment Management | Financial Advice | Tax Planning | Insurance Planning
Investment Management
We create dynamic portfolios based on sound research and a sincere interest in each client. Our investment team meets daily to analyze investment opportunities and market conditions. They align allocations based on our clients’ long-term goals.
Financial Advice
We combine experience, innovation and independent advice all at a competitive cost. Because we are not affiliated with a broker/dealer, we can offer nearly unlimited services and analysis critical to creating your plan. We work with attorneys to help design and execute an estate plan suitable for your unique legacy plan.
Tax Planning
Our advisors offer comprehensive tax planning and management services to help you minimize the taxable impact of your investment decisions. We also offer in-house tax preparation services.
Insurance Planning
As an independent RIA firm, we offer research and analysis of risk management services including annuities, long term care policies, life insurance and funeral expense trusts. We take our fiduciary responsibility seriously, which means we only recommend products after a thorough review and a confirmation that it is the best option available for each client. Because we are not affiliated with a specific insurance company, we have access to a wide range of insurance solutions.