It's not just your money. It's your life.


"Someone's sitting in the shade today because someone planted a tree a long time ago."

- Warren Buffet


Global Insight Cover (man looking at finances on ipad)

As earnings go, so goes the market

Fresh off a market bounce that was partly sparked by better-than-feared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. Read the full economic outlook in the latest edition of the Global Insight Monthly.

Welcome to our website

Our group specializes in two specific areas. We offer customized personal needs analysis for lifetime planning and customized portfolio management strategies. Managing wealth effectively requires an ongoing commitment to education and adapting to an ever changing tax and market environment. As part of this process we are always restructuring our methodology for managing market risk to help create and sustain wealth.  We care more about you and your money than anyone else who doesn't share your last name.


Become a client

If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.

Latest Insights

Man looking at finances on iPad

As earnings go, so goes the market

While we think the bulk of market risks are in the rearview mirror, we consider whether earnings vulnerabilities are fully baked into stock prices.

Read more

Kevin Emmendorfer, AWM

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

Ashli Welch

Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus

Kraig Emmendorfer

Financial Advisor

Tayler Rector

Client Associate

Bulletin Board