Our vision

Success built by word of mouth

We have a strong desire to help you succeed and our approach to investing starts with you. We spend the time necessary to get to know you thoroughly and then carefully formulate a portfolio that specifically addresses your unique needs. We are dedicated to providing the best investment solutions for you, regardless of market conditions, and always have a strategy designed to help protect your interests.

Who are our clients? Our clients are people who seek to maximize opportunities and minimize risk and who value our expert advice to help them manage their wealth. Our clients include working and retired investors who have accumulated wealth through disciplined savings and inheritance; business owners; principals of publicly traded companies; and investors contemplating taking commuted value payments versus pension plan participation.

We often serve the friends, family and business partners of our clients — people referred to us by investors whose trust and respect we have earned. We serve people like you, who have the wisdom to recognize that wealth management requires a high degree of specialized knowledge, experience, dedication and commitment.