Wealth management approach
We do not seek to be everything to everyone. Indeed, that is what makes our services unique. Our fully customized Total Portfolio Approach focuses on three basic asset classes:
- Fixed Income, (Tax Free & Taxable)...Municipal Bonds are a cornerstone investment class
- Equities...A focused niche
Beginning with your first meeting, we work closely and consistently with you and, if desired, your legal and tax advisors, as appropriate. You will participate fully in setting objectives, implementing specific investment plans, and monitoring performance.