Who We Are

We are a wealth management firm providing fee-only wealth planning and investment management services. Our clients span all ages and include entrepreneurs, executives, professionals, multigenerational families, and 401(k) plan sponsors.

The Right Fit

The foundation of our counsel to clients is to be disciplined and rational in planning and investing for the future. 

As your wealth-management partner, we:

  • listen to understand your unique personal circumstances. 
  • assist in sorting out your expectations, priorities, and goals.
  • collaborate on planning solutions we develop for, and recommend to, you.
  • consider your temperament for risks in developing strategies and portfolios.
  • stand ready to explain an investment strategy or an individual investment in your portfolio.

We encourage engagement because your thoughts and concerns are important to us.

Whatever your financial focus, we serve as your objective and experienced advisor. 
Our work with and for you paves the way for you to enjoy a most priceless resource — time.

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Alignment of Interests

Alignment of Interests

  • We are an independent and fee-only advisor.
  • Our priority is to help you grow wealth. 
  • Integrity, ethics, and discretion are integral to our firm.
  • We are not brokers. We do not sell investment products.
  • We do not receive commissions or mutual-fund fees.
  • We strive to avoid conflicts of interest.
  • Professional staff turnover is low.

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