Our Firm

Our vision is to create a firm that both our clients and our employees are proud of. We consistently strive to find new and more efficient ways to help our clients manage their wealth, risks, dreams and aspirations. Through Proactive, rather than reactive or inactive, wealth management, we help our clients live the lives they have always dreamed.

Our target client profile is $1 million in investable net worth from ages 55-80. Our specialty is developing flexible accumulation and distribution plans that allow our clients to adapt to changes in the economy, taxation, inflation, and personal needs.

• We believe in providing world-class personal services to our clients.
  
• We understand our client’s interests and align them with our own to help them achieve their goals.
  
• We believe that the client’s best interests must ALWAYS be placed before our own and that integrity and honesty are held to the highest standards.
  
• We believe that our firm can only develop and prosper through a commitment to growth, both for ourselves and those that we work with.
  
• We acknowledge we will not always be perfect, but we will accept responsibility for our mistakes rather than defend them and will strive to learn from them.
  
• We believe that by adhering to these philosophies, the long-term success of our clients, our associates, and our firm is assured.