What we do as a firm

  Our firm's priority is to help clients successfully achieve their financial goals. We built our practice on customized portfolio design and management as our primary service. Our services over the years have broadened to these core investment services, collectively known as Wealth Management --

INVESTMENT MANAGEMENT

Our advisors utilize a customized portfolio of individual stocks, bonds and exchange traded funds as the core approach to portfolio management . One-size DOES NOT fit all.

FINANCIAL AND RETIREMENT PLANNING

Our financial planning and retirement services are specific to your stage of life. We will work with you to create a plan than is custom built to meet your needs. These are comprehensive services tailored to you.

EMPLOYER PROVIDED QUALIFIED PLAN SERVICES

   We also provide small businesses with assistance with retirement plan setup and ongoing management, and assistance to employees with their participation in company sponsored retirement plans.

We provide guidance in all areas of your financial life. We help you set meaningful and measurable goals that are prioritized and time bound. While we cannot control the financial markets, we can control our emotions. Emotions influence investment decisions. More often than not, emotional decisions are made under stress and lead to poor results.

We help you focus on what you can control to keep you on track:

- Your asset allocation

- Diversification

- Tax awareness and planning

- Buying or selling on a market dip

- Planning and saving for various life events

This is your life. Plan for it. A good plan helps you ride through the good times and the bad times. Small steps created lead to good habits. Good habits lead to significant lasting behaviors. Significant lasting behaviors lead to a life well lived. It is time to create the long-term vision you deserve.