About Us

We have worked in the wealth management and financial planning industry for more than 35 years, serving a vast array of individuals, businesses, and non-profit organizations. Our diverse professional and personal experiences enhance our ability to provide you with an exceptional depth of knowledge, and we thrive on the challenge of finding solutions to suit your specific needs.

We believe that client relationships are built on trust and strengthened by meticulous attention to detail, the highest ethical standards and successful outcomes. We have been fortunate to have worked primarily on a referral basis through our clients and other professionals and we value the personal connections we have developed. Over the years we have built long-term relationships with our clients and we enjoy seeing them succeed both personally and professionally.

We maintain close contact with our clients and pride ourselves on being accessible to provide assistance to clients in a timely manner. We are typically involved in most of our clients’ important life decisions from seemingly simple to very complex. Our extensive technical experience enables us to analyze and resolve complex issues and help to identify important but subtle points that otherwise could easily be overlooked. We are constantly adjusting to the changing financial landscape and seeking better solutions for our clients to assist them in meeting their long-term financial goals.