100+ years of collective experience
helping clients meet their financial goals.
Providing unbiased investment, retirement, insurance, estate,
and tax planning advice.
PRIVATE
WEALTH
SOLUTIONS
Our Core Beliefs
SAFETY
We believe that the only sane definition of money is purchasing power. We further view equities as an effective long-term investment vehicle for the preservation of purchasing power.
STOCKS
We believe that it is difficult, if not impossible to “beat the market” by buying and selling stocks. Furthermore, the credit risk of buying a stock is impossible to quantify and as a result we never recommend individual stocks.
PLANNING
We believe that all investment, insurance and estate planning decisions should be made in the context of a broad and comprehensive financial plan. All dollars should also be invested based on the purpose of those funds, rather than what may be a “hot” investment at the time.
RETURN
We believe that investment decisions should be made on the basis of investment philosophy and long term relative performance. We believe that chasing return is foolhardy. We never make a recommendation based solely on past performance.
TRUST
We believe financial success can best be achieved when we possess full and complete knowledge of our client’s entire financial picture. Because success is important to us, we refuse to work with a prospective client without a complete and accurate financial picture.
RISK
Our job isn’t to make you rich, it’s to help keep you from being poor.
We take a comprehensive financial planning approach to help our clients:
Retire Comfortably and Independently
Mitigate the Risks and Tax Impacts of Business Ownership
Manage Their Financial Needs After the Loss of a Spouse
Navigate the Complexity of Financial Inheritance
Our Team
We work as a team because that’s how the best decisions are made. Drawing on each other’s strengths and being honest about our limits helps us see more clearly and serve more wisely. When we’re connected to the same client story we ask better questions, catch more details, and make fewer mistakes. It’s not just collaboration, it is accountability, clarity, and care. We believe trust grows when clients see a team working together, not just as individuals, but as a committed whole.
The Client Experience
Retirement Probability
Calculation
Comprehensive Wealth
Analysis Report
Complimentary Investment
and Financial advice
Customized
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