Investment philosophy

Our main objective is to bring personalized service and expertise to individuals and families in financial consulting and wealth management, while always upholding the best interest of our clients. Through many years of combined investment experience, fresh perspective, and knowledge of the current market, our team has come to specialize in retirement planning, (both the accumulation and distribution phases) as well as asset allocation and risk management. Additionally, we believe that our prudent and conservative investment style best meets our clients’ needs by creating a plan with a goal of maximizing returns within a monitored framework. We strive to continually exceed client service expectations.