Pursue Your Financial
Peace of Mind
Financial planning and asset management that give you the freedom to do what you love.
Serving Your Best Interests
As a fiduciary and independently owned firm, we are committed to providing financial planning services while avoiding conflicts of interest often present in the financial services profession. We have no hidden costs and no commissions. We are paid by an assets under management fee that covers all financial planning, consultations, transaction costs, and account fees.
We don’t solicit business so we can remain focused on taking care of our clients. We are an independent fee-based firm that serves our clients with full transparency and integrity.
Your Trusted Guide
We’re a local, family-owned wealth management firm with a long history dating back to our founders’ more than 45 years of financial industry experience. We are supported by the award-winning efforts of Commonwealth Financial Network®, which we rely on for its advanced planning and investment research capabilities.
In-Depth Financial Planning
Our in-depth, personalized financial planning process is the core of all we do. It guides us on how to invest your assets, plan for your retirement, find the most tax-efficient strategies, and build your estate plan. You can rely on our years of investing and financial planning experience to make your investment decisions. You have access to your personal chief investor and planner, giving you greater confidence in your financial life.
Retirement
Planning
We specialize in planning for retirement and creating a retirement income stream.
In-House Asset Management
Take advantage of our conservative in-house asset management capabilities.
Taxation
Planning
We minimize your taxes and even cover the cost of tax preparation and consulting when you work with our CPA.
Estate
Planning
We work with your attorney, accountant, and other professionals to plan your estate.
Caring for Our Community
Like our clients, we are deeply committed to giving back to our community. Whether donating money or time, we believe giving promotes happiness, draws us closer to others, and strengthens empathy. We invite you to learn more about all the causes we support.
