Our Services

Our services include:

Wealth Management

Our wealth management program offers our clients the most comprehensive and flexible approach to planning.  Our wealth management services include financial planning, with special attention to tax-sensitive investments, where called for.

Retirement Planning

Whether you are already retired, or forty years away, having a detailed financial strategy is necessary to achieving a comfortable retirement.  We will work with you to create and implement a detailed written plan that helps you begin your journey.

Estate Planning

We feel it is important to plan for the use, preservation, and efficient transfer of an individual’s wealth.  Your situation may not be complex, but having an estate plan ensures your current and future assets will be distributed to your beneficiaries with maximum ease and minimum cost.

Investment Management

We don’t believe in the “one size fits all” approach to designing a client’s portfolio.  We custom tailor each client’s portfolio to meet their individual needs, based on time horizon, risk tolerance, and tax sensitivity.  As an independent firm, we have access to thousands of investment options, and are not beholden to the offerings of any one company.