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About Us

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.

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.

Our Primary Purpose

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.

Knowledge is power.

It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

Client Centered

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.

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