Our five core values

Our Core Values represent the culture and focus of our team and has been the foundation of our practice for the past 40 years. 


Integrity — We are transparent in offerings; there are no hidden costs. We are priced competitively for the value of services we provide. It is important to us that our clients know all costs  associated, and that they are justified, reasonable and minimized to the extent possible.
Client centered — It all begins with understanding your financial goals. Our approach integrates your objectives into a personalized plan that can be updated as life changes occur. We combine sophisticated investment planning tools with professional resources to help match your objectives with customized solutions. 
Stewardship — Our stewardship commitment extends beyond helping you manage your wealth. As a result of our long history of embracing stewardship values, we have developed a reputation for putting clients first. Indeed, our number one priority is to carefully manage the wealth you entrust to us — and help you more effectively achieve your financial goals.

Respect — Our service is personal, responsive and we strive to exceed your expectations. When you make the decision to work with us, it is a responsibility we take seriously. Developing a  financial strategy that addresses your immediate needs and helps position you and your family to meet your long-term financial goals is just one aspect of our role as your financial advisors. We are also committed to understanding your communication preferences and providing you with the types of services you desire.

Partnership — We work with our clients to create a roadmap for their retirement. By studying the sensitivities in your portfolio carefully, and making the right adjustments in response to changing circumstances in your life, we can help you stay on track for the type of retirement you’ve worked so hard for and deserve.