Our Philosophy

In our opinion, the best opportunity we have every day to impact the world in a positive way is to teach people how to conserve and protect what is most important to them, whatever that is, in coordination with tax, legal and insurance professionals. Your goals are worth pursuing and your heritage is worth preserving.

From the beginning, our goal has simply been to educate clients in both growing and conserving their wealth. While this principle has evolved over the years, it remains steadfast in application and purpose. We are dedicated to providing comprehensive financial planning, investment management and wealth protection strategies for our clients.

We work hands-on with clients to help serious, long-term investors work toward their financial goals. Before we make investment recommendations, we first need to fully understand the client’s needs and goals. Together we evaluate where you are at, where you want to go and then plan for how to work towards getting you there.

Our investment philosophy is based on our belief that the most important investment decision an investor can make is not which investment to buy – but rather, how assets should be allocated based upon the investor’s attitudes, objectives, circumstances and risk tolerance. We follow a disciplined approach to manage risk and return, and believe that educating clients enables them to make informed decisions.

We would welcome the opportunity to meet with you to discuss how we might work towards making your dreams become reality.

This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.