Your Wealth, Managed to a Higher Standard

Our firm was created to serve investors like you. We have earned the Private Wealth Financial Advisor (PWFA) title, which recognizes a focus on serving clients with complex needs.

We will customize a plan for your wealth, backed by institutional resources reserved for those with high incomes and net worth.

The Method to Our Managing

Step 1:

Discuss the hopes, fears and goals you have for your wealth

Step 2:

Leverage institutional resources and research to develop your tailored investment strategy

Step 3:

Explain our thinking and rationale

Step 4:

Implement your plan with your permission

Step 5:

Adjust as developments occur—in your life or in the market

In addition, we use LifeSync® as the foundation for developing tailored advice and planning and a wealth strategy based on your goals. This process empowers you to make informed, confident decisions and adjust as your goals may change.
Financial Advisor showing client information on a tablet

Trust ~ Integrity ~ Honest Communication

By taking the time to encourage and build long term relationships built on trust, integrity and honest communication, Paul can provide unbiased advice and investment strategies that adhere to your risk tolerances and are designed to help you meet or exceed your goals and objectives. He acts as your personal guide, helping to navigate and simplify the complex world of investing.

Paul's aim is to establish one-to-one relationships and to offer you the personal approach you deserve and the depth and experience you expect.