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Our Services

We offer an array of services designed to address the major areas of personal wealth management such as Estate Planning, Risk Management, as well as Income Tax and Cash Flow Planning. Because we coordinate the efforts of your advisors, you benefit from an integrated, systematic approach to financial management.

Whether you need advice in one specific area or need a comprehensive financial plan, our services can be customized to suit your particular objective. As the cornerstone of our services, we offer professional investment consulting through a method driven by your goals and guided by our portfolio management expertise.

Our investment philosophy provides the means for you to invest in a logical and deliberate fashion as opposed to being haphazardly “sold” investments, which may not be appropriate.

The heart of our approach is the concept that through proper asset allocation, using a disciplined investment style and a well-informed investment selection process, we can provide consistent long term results while working within your tolerance for risk.

We begin this process by understanding your financial objectives and risk profile, and then designing an appropriate asset mix which establishes how investment dollars should be distributed among equities, fixed income, and cash.

We monitor your portfolios and periodically review your accounts and recommend changes in asset allocation and investments according to changes in your individual needs as well as changes in the financial markets, thus providing solid roots and a firm foundation designed to ensure you will not be swept away by changing currents in investment markets.

We Will Take You There...