What Makes Us Unique

As independent advisors, we customize investment management strategies to mesh with your goals, your dreams, and your peace of mind. We do this commission-free; there are no hidden fees, nor surprises.

We do not accept commissions, nor fees of any kind from brokerage firms, banks, life insurance companies, nor mutual fund families through which we invest client assets.

We do not have an incentive to sell you a particular product. Instead, our incentive is to enhance the value of your portfolio; we earn a percentage of the value of your portfolio, or a flat fee for specialized services. We’re completely transparent, which means you’ll know exactly what you are paying.

We live locally, and believe you should talk to a real person when you call us. You will have a specific team dedicated to your financial success. We will communicate with you regularly, via your preference — email, phone, newsletters, face-to-face meetings. And you have complete access — any time — to our entire team of expert advisors. Feel free to drop in and visit.