Our Approach
For the past 32 years we have dedicated ourselves to the sometimes lost art of listening – really listening.
We strive to truly understand your financial needs and commit our full attention to customized portfolio management that will evolve over your lifetime.
We ask important questions about your current financial needs and your future financial goals, and will help you prepare for life events and retirement through comprehensive financial planning and risk assessment.
We take time to understand your comfort level with financial markets and while we cannot control market volatility, we can evaluate your exposure to the markets with asset allocation and risk reduction strategies.
We consider your intentions for your financial legacy and provide estate planning, tax strategies, and charitable giving strategies to help ensure that your wealth goes exactly where you want it to go.
We develop and manage personalized portfolios based on your personal and family objectives.
We commit to being an ongoing resource, always listening and attentive to your financial needs.
Our Core Values
How we approach our work together
Insightful
With decades of experience to draw from, we are able to provide you with the expertise and professionalism you expect from a wealth management partner, while maintaining transparency and authenticity.
Attentive
We are known for quickly responding to our clients, personally connecting so we can actively address your questions. Whether a problem is big or small, we listen. Every concern is significant to us.
Intentional
In an industry of perpetual change, we aim to serve as the constant - unchanged and undeterred - providing perspective that is objective and specific to your needs. We can’t control the markets, but we can control how we prepare and respond to them.
Approachable
We operate with transparency and approach our work thoughtfully. At the end of the day, we want to feel good about the relationships we have with our clients and secure in the future we’re helping you to build.