Client Value Statement: 

We counsel clients in building, managing, and maintaining wealth. With our Wealth Management Process, clients know that our advice will likely include a smart place to access money during market turndowns, investments not directly correlated to the stock market and U.S. and Foreign equities that could outpace inflation. 

Client Expectation: 

Equipped with the knowledge of your goals, we can help you set targeted objectives that are flexible enough to adapt to your changing personal or business finance needs.

We then help you organize and set strategies into action, while communicating with your attorneys and accountants. 

We stress a disciplined, diversified, long-term approach to investing based upon your specific financial needs and risk tolerance. We help educate the client in making decisions based on probabilities of success. 

Our Service Commitment:

We provide personal service to our clients. Client satisfaction is our primary objective. To reach this goal, we will: 

• Deliver at least two reviews of your portfolio during the year.
• Conduct at least one of these reviews face-to-face.