A philosophy of putting our clients first

Our objective is simple – to serve the best interests of our clients and do what’s right for them based on their individual situation and goals. We are not a sales-driven office. As a privately held practice, we have no need for sales goals or profit requirements. We are not owned by a large firm with obligations to shareholders or corporate profits.

Because we are independent, we are not tied to any particular group of investment products or strategies. As a result, our recommendations are based solely on our clients’ individual situations, with a fee structure that is simple and transparent.

As fiduciaries, we are held to the highest standard of care – continuously, comprehensively and completely at all times. Our time and resources are devoted to the constant review of the financial markets and the management of our clients’ assets in a prudent manner consistent with their plans.

We take pride in our competence and professionalism, our decades of experience, our ongoing commitment to our clients, and our dedication to a job well done.

“I was exposed to finance through my dad and joined him as an assistant. As I worked with him, I realized I wanted to take my career in the same direction.”