Our Firm

OUR BUSINESS PHILOSOPHY:

To help build wealth for our clients through prudent investment and tax strategies, using asset allocation, building a multi-manager/stock portfolio designed specifically to fit your needs and objectives. What distinguishes our program is its personal emphasis. It is built around you -your goals, your time frame, and your tolerance for risk. As your needs change, our ongoing management process ensures that your investment portfolio evolves with you. We are committed to excellence in client service through prompt results-oriented communication. Long-term relationships are built on a foundation of trust supported by the highest degree of integrity.

We feel that we can serve our clients best when they understand and feel comfortable with their financial alternatives and the concepts relating to them. Feedback from our clients confirm how education of the financial process helps them to feel more confident making financial decisions, eliminates the fear, and assists them to conquer procrastination. Our clients include retirees, CPA's, business owners, attorneys, physicians, teachers, corporate executives, and women who are in transition, such as divorce or widowhood.

OUR MISSION STATEMENT: To have our clients attain, perpetuate, and preserve financial independence throughout this generation, and their future generations, so they may enjoy the quality of life they desire.