OUR SERVICES

A Financial Plan That Grows With You

Strategies to meet all of your financial needs.
A client's initial investment is just the beginning of our relationship. We provide ongoing consultations, reviews of your goals and objectives, and updated Financial Plans in order to keep pace with the inevitable changes in your life. This may include picking the best investments in your 401K, addressing life insurance or long term care insurance needs, funding your children's or grandchildren's education, and/or investing for the retirement of your dreams. We are also well versed in settling accounts subsequent to divorces and deaths. In other words, we look at the big picture to help you solve financial challenges.

Our Philosophy

Investing For The Long Term

Over 30 years of experience
We apply this experience with meticulous research to deliver a time-tested strategy to help you achieve your financial goals. When you entrust us with your hard-earned assets, you can depend on:

  • Financial planning centered on your risk parameters and income needs.
  • Seasoned portfolio management with a proven track record of success.
  • A long-term investment perspective that comes from years of managing our clients’ assets through a variety of up and down market cycles.
  • One-on-one attention from a principal of the firm whenever you meet with us and access to a financial professional (not a call-center representative) by phone to research your concerns and provide you with answers.

A Process For Achieving Your Goals

You'll Benefit From Our Proven Practice

We provide you with a framework for achieving financial success.
The choices you make starting out or even at retirement can be overwhelming. Your decisions can powerfully affect your ability to fulfill your financial dreams. We are committed to developing a Financial Plan that focuses on your needs and desires.

  • We collect data about your financial resources, goals, and investment temperament.
  • At our initial meeting, we get to know you, go over the details of your Plan and present recommendations for your consideration.
  • Together we design and maintain a portfolio tailored to your personal goals and market temperament.