Philosophy

Our Mission

We help successful clients build, preserve, and transition their wealth so they can spend more of their time on what made them successful and doing the things they enjoy.  We have developed a disciplined process that focuses on discretionary money management* that helps to address the 12 wealth management issues most people face.  We spend much of our time implementing strategies that are designed to help avoid the big financial mistakes that many people make.  Our client's life savings are important and we take managing that seriously.

Commitment to Personal Service

We conduct meetings to personally discuss your investments.  We review and recommend adjustments to your investments in response to changes in your needs, goals, tolerance for risk and/or overall plan.  We review changes in the rules and regulations surrounding accounts, including beneficiary designations.

 

*Advisory accounts (discretionary money management) are not designed for excessively traded or inactive accounts, and may not be suitable for all investors.