First and foremost, we are not stock pickers. Actually, quite the opposite. Before we dispense any advice whatsoever, we take whatever time is necessary to get to know our clients. We want to know about how they are living their life now and how they want to live it in the future. We want to know about their hopes and dreams as well as their fears and concerns.
Once we have a solid foundation, only then do we move on to developing an action plan. With over 50 years of combined experience we are both educated and experienced in how to weather various market conditions and positioned to weather many more to come. While we know investing can be an emotional activity, our goal is to remove the emotion from the decision-making process, thereby alleviating any missteps that could be caused by extreme reaction to a minor market correction.
We serve a diverse client base including individuals and small businesses. Some of our clients are well-educated in financial services while others rely heavily on our expertise. We provide a full suite of products and services and take into consideration every aspect of our client’s financial needs. We are diligent in our research and leave no stone unturned when creating a wealth management plan that covers the accumulation, growth, protection and transfer of wealth. When needed, we spend the time needed to ensure that our clients that the approach we are recommending best suites their goals and objectives.
Areas of Focus
- Alternative Investments
- Municipal Securities
- Asset Allocation
- Retirement Planning Services for Private Clients
- Lending Solutions
- Financial Planning 1
- Retirement Planning Services for Businesses2
1 We offer financial planning services as an advisory service in our capacity as registered investment advisors.
2 Depending on your needs, we can help you implement your retirement planning and education funding strategies through both our brokerage and advisory capabilities.