First, we listen. You tell us about your goals, current financial situation, your investment horizon and risk tolerance. You tell us your priorities: investment growth, retirement income, financial independence, college tuition, etc. Then we develop a highly personalized financial strategy that is tailored to accomplish your goals.

We create an investment portfolio uniquely suited to your situation. We select individual stocks and bonds based on our own comprehensive analysis. The investments we recommend do not earn us a commission or cost you additional fees.

We constantly monitor market conditions and the activity of each individual holding in your portfolio. We are vigilant and disciplined investors and we don’t let short-term market swings deter our strategies. We are clear and transparent with our clients regarding their portfolios. All of our clients receive a formal quarterly report on the performance of their investments and are continuously updated in regards to proposed changes to their portfolios. We pride ourselves on our hands-on approach to managing client assets.

We are retirement and tax planning specialists who are able to forecast, plan and implement strategies to help you save on taxes and reach your retirement goals. We offer a proprietary retirement model to all of our asset management clients as a part of our services.

You pay an annual fee based on a percentage of your holdings and no more. This assures you that our interests are aligned.  We do not receive commissions or recommend investment “products” of any kind.