Wealth Management & Accounting

We offer a wide range of services in the areas  of wealth management, financial planning, investment management, business consulting, accounting, and taxation.

  • Our sole focus is to provide objective and customized advice to help you exceed your goals and expectations.
  • We work with you to understand who you are and what you want to achieve, and we tailor our advice to meet your needs.  Our number one goal is to be the local firm that truly cares.

FIDUCIARIES

As a Registered Investment Advisor firm, we are obligated to maintain a fiduciary standard, meaning that we serve your interests first, all the time. Learn More...

FEE-ONLY

Our compensation is earned solely by charging you fees, which are always transparent and disclosed to you.  We never take commissions, which means we are able to avoid the conflicts of interest that are so prevalent throughout the industry.  This compensation structure generally results in more objective advice. Learn More...

INVESTMENT STRATEGY

Our investment strategy is passive, meaning we accept the returns of the markets.  We do not engage in market timing or stock picking, which have been proven to add costs but not add additional returns.  By being passive, we can focus on our clients' risk tolerance, on reducing costs, and improving diversification.  Being passive allows us to spend time reviewing your financial plan and making sure you make good financial decisions in all aspects of your life. Learn More...

CLIENT EXPERIENCE

We believe in building relationships, built on trust and open & honest communication.  We ask you to focus on what's important in your lives, such as your family and friends, and the activities where you spend your time.  We ask that you put aside your concerns of the daily volatility and "noise" of the markets - things that we cannot control - so that we can focus on the things in your investment and financial plan that we can control. 

Product Categories: