Our Mission Statement

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with the highest quality information, services, and products to help you reach your goals.

Our business model is comprised of two inseparable components - financial planning and investment management.  Each client's portfolio is designed to help meet their individual goals (capital preservation, income, growth, etc.) within the parameters of their risk/reward profile (low, moderate, high).