Our most treasured asset is our clients’ trust


Welcome and thank you for your interest

We help create financial security and peace of mind for individuals, families and business owners. We accomplish this by providing our clients with a high level of service that meets or exceeds their expectations. Investors benefit from our customized approach to managing their wealth because it helps address their current financial needs and achieve their long-term goals.


Investment philosophy

We believe the most effective way to capitalize on positive market trends is to maintain a diversified portfolio of equity asset classes, fixed income, and cash given our client's risk tolerance, time horizon, and financial goals


GI Monthly CoverThe election effect

Will the U.S. midterms be a pivot point for equities? We examine historical performance surrounding such elections, and what that may be signaling for this year and next. Read the full economic outlook in the latest edition of the Global Insight Monthly.

Take the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you.  To set up a consultation, please contact me.

Latest Insights

Closeup of man using calculator and spreadsheets

How do currency markets affect fixed income investment?

The relationship between government bond yields and exchange rates is more complex than many investors realize.

Read more