Our firm provides comprehensive fee-based wealth management services to business owners, corporate executives, professional athletes, and similarly affluent clients. We utilize a team approach in analyzing and planning our client’s investment portfolio, estate plan, cash flow, income taxes, and retirement. We have qualified adviser representatives on staff with advanced business designations, ensuring that our clients receive knowledgeable, unbiased advice. Our clients count on us to stay on top of the ever-changing ‘face’ and unknowns of the market, its politics, and its people.
Our objective is to help build, manage, and preserve our clients’ wealth, allowing them to meaningfully integrate life and wealth. We think of the financial planning and wealth management process as a continually evolving need. We pay attention to the small details as it leads to more meaningful outcomes for our clients. We measure our success by how well our clients’ progress in achieving their personal goals - not market performance.
We are affiliated with Focus Financial Partners, a leading partnership of independently managed wealth management firms. We and our partner firms are passionate about providing fiduciary advice and doing the right thing for our clients. Focus Financial Partners also provides firms with strategic support and the resources they need for growth and continuity including: