Our Firm

We are a wealth advisory firm that offers comprehensive financial planning and believe the first step towards success in any goal is a well thought out and documented plan.   

We offer the same products and services as larger national broker/dealers without the undue influence of sales goals or in-house product sales quotas. 

Compensation:  Depending on the client's circumstances we may charge a "financial planning fee" to develop and document a financial plan.  This one-time fee allows us to spend the time understanding the clients needs, consult with other professionals (CPAs/Attorneys) as needed and review the financial resources available to invest in the plan.  During the implementation process of the plan we may be provided compensation from product providers like insurance or investment compaines for using their products with the client. 

We offer a wide range of financial products and services to individuals, families and business owners. 

We work with other professionals like CPAs and estate planning attorneys to ensure "all the pieces of your financial life are connected" and that a robust financial plan is in place and is monitored as changes occur in your life, the economy or regulatory/tax environment.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.