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Our Principles

We are an independent financial advisory firm that is committed to the success of our clients. Our fiduciary responsibility requires that we keep our clients' interests first, not that of a parent company.

We provide value by sorting through the ever expanding maze of financial decisions our clients face. Information and opinion are everywhere but wisdom is still hard to find.

OUR MISSION: We help our clients make prudent decisions to achieve and protect their desired lifestyle.

OUR CLIENTS are busy executives, business owners and retirees who have made a firm commitment to achieving excellence. They usually have little desire to manage their financial affairs on a daily basis and are seeking to enter into a long-term relationship with a professional advisor, not a sales representative.

OUR PROCESS takes time to discover the big picture of our clients’ financial lives and create a written plan of action. We then focus on our core competencies of portfolio management, retirement income planning, and wealth distribution while coordinating specialty professionals outside our scope of expertise.

OUR COMMITTMENT to acting with the integrity and professionalism will always put our clients’ interests first. Results will be measured by our clients’ success in achieving their goals.