As a firm we are committed to offering objective, customized investment strategies to help build, protect and transfer our client’s hard earned wealth. We are committed to assisting our clients develop and implement a long term strategy to pursue their financial goals through objective wealth management. We follow a comprehensive five-step process designed to determine the optimal approach to managing client assets. We discover, educate, recommend, implement and monitor client accounts all while doing our best as we strive to provide a superior client experience. Please click on “Our Process” to see more detail about our Investing and Consulting Process.
We are a full-service financial firm committed to helping people pursue their financial goals. Our firm is completely independent, so our loyalty belongs exclusively to our clients. Our independence enables us to establish working relationships with a number of industry-leading asset-management firms, insurance providers and attorneys whose ideas and products we leverage to create customized client portfolios.
Our advisory assets under management through LPL Financial are currently in excess of $250 million and they are invested in a wide range of financial products. We believe you will be better able to identify your goals and make sound decisions to help work toward them with the guidance of our investment consultation process.
Please call us if you have any questions about our firm or the range of financial products and services we provide.