We work for you
As independent wealth advisors, we have access to virtually any investment or insurance product. We conduct thorough research and recommend appropriate, objective, solutions. Our only agenda is to make you happy.
We are accessible and responsive to your needs. We are always available when you need us by phone, email, or in person.
We invest for the long term
Short-term volatility, coupled with constant media noise, causes the average investor to make emotional decisions that may be detrimental to their long-term performance. We will guide you through periods of uncertainty, helping you keep current events in their proper perspective.
We care about expenses and taxes
By reducing your expenses and taxes, we have a greater chance of improving your performance. Our investment screening process takes into account expense ratios and tax efficiency.
We have no bias toward active management or indexing, and we will use each strategy when appropriate.