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About

Mission Statement

As fiduciaries, our clients’ interests always come first. We uphold the highest levels of integrity and professionalism. We serve our clients the way we would want to be treated. Financial health comes by working together as a collaboration between our team and your family or business partners. We will always respect your choices and provide full transparency and responsive concierge services.

Services

We provide wealth management and portfolio management services to individuals, families, trusts, institutions and philanthropic organizations. We provide a family office to serve the needs of your family now and as your needs change. We provide businesses with the needed benefits to attract and retain employees.   

Our Declaration of Independence

As a 100% employee-owned independent Registered Investment Advisor, we are fully committed to providing unbiased financial guidance to meet your unique goals. We are free to evaluate all available products and solutions for our clients. You can feel confident that our only goal is for your success. Our recommendations are based exclusively on merit and consistency with your overall strategy.

High Ethical Standards

As your fiduciary, we are legally obligated and personally committed to maintaining an allegiance of confidentiality, trust, loyalty, and full disclosure to you. There are no hidden fees, incentives, or compensation that may prevent us from providing advice in your best interest. Investment choices are appropriate and prudent and designed to meet your individual needs.

A Team of Specialists

Our team is made up of professionals with extensive experience, depth, and skills in financial planning and investing, risk management, employee benefits, and insurance.  Our broad capabilities allow us to address both fundamental and complex financial situations with clarity and efficiency in a comprehensive yet personalized approach.

Local - Regional - National 

We provide local hands-on support. Our regional team provides additional services and our relationship with Securities America provides national resources. 

Through a team-centered approach, our wealth managers and client service specialists are readily available to assist you with your distinct goals and needs.