Serving you. Well.

You are intimately familiar with your personal or organization’s financial objectives. We are steadfastly dedicated to helping you design strategies to help you reach those objectives and more. Together, we are robustly capable of meeting the challenges you face and making progress toward your end goals. As your partner, we offer customized solutions and objective advice well-suited to your needs. Our consultative approach is personal and distinctive to your mission and objectives. In short, our focus is – and always will be – on you.

Effective May 18th, our office will permit face-to-face servicing in a very limited capacity. Per the State of NM revised guidelines to limit capacity to no more than 25% occupancy, we can temporarily accommodate ONE client inside our office at a time. This is in addition to our continuing availability by phone and Zoom web conference, 8AM-5PM Monday- Friday, excluding the lunch hour.


WE PROMISE to wear face masks in the office when a client is present and will maintain a 6-ft distance from you, our client. We will continue to sanitize the frequently touched surfaces in the office daily for your protection.


WE ASK OUR CLIENTS to continue working with us as you have these past few months – on the phone, via web-conference, and “curbside-drop drop off” as needed. However, when coming INTO the office, we ask that you: 1) Always make an appointment BEFORE stopping by, call 505-500-8428; 2) Wear a face mask when you step into our office; 3) Stay home if you have any concern you or someone you’ve been in contact with has been ill.


We appreciate your co-operation as we all navigate this “new normal”. We anticipate that in the summer months our capacity to serve in-person will increase. We will take direction from the State Guidelines. We thank you for your patience, your business, and your trust in us.


We care about you and your family’s health and look forward to speaking with you soon.

An elevated advisory experience

The right advice starts with a trusted relationship. Financial advice is about more than just having a plan. It’s about having the right plan for you. And that only happens with a true understanding of your whole life, beyond just your finances. Our business is about you and your financial well-being. We believe planning and advice should go beyond simple asset allocation. It’s about your entire life and managing all the twists, turns, and ups and downs that happen along the way.Whether you want to manage your wealth, preserve your assets or build your legacy, contact us today and learn how we can help you make your financial goals become future realities.

Dynamic thinking makes a difference

We consider ourselves advocates for your financial success, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals.  Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.

An elevated advisory experience

The right advice starts with a trusted relationship. Financial advice is about more than just having a plan. It’s about having the right plan for you. And that only happens with a true understanding of your whole life, beyond just your finances. Our business is about you and your financial well-being. We believe planning and advice should go beyond simple asset allocation. It’s about your entire life and managing all the twists, turns, and ups and downs that happen along the way.Whether you want to manage your wealth, preserve your assets or build your legacy, contact us today and learn how we can help you make your financial goals become future realities.

Wealth is the ability to fully experience Life.
Henry David Thoreau