Our Mission

We help organize and coordinate the financial affairs of a select  group of families
and businesses, managing our clients assets with the goal of maintaining their
dignity and independence in retirement. 

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Our Approach
We serve our clients with a consultative, team-based
approach that examines all aspects of their financial lives.
We put our clients’interests above our own or those of our firm. 

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Our Objective
To accomplish our mission profitably, while giving back to our community. 

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We are looking for mutually beneficial long-term relationships with families and individuals that we can help to achieve their life goals as opposed to selling an investment product. We offer objective fee based* advice using non-proprietary investment solutions for our clients. We often utilize our extensive network of resources in the community to meet the needs of our clients.

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*In a fee-based account clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part II as well as the client agreement.

John Bahr, WMS Branch Manager Contact Us