About our FirmTrack RecordInvestment PhilosophyCommunicationsFinancial Planning


Our mission is to be the best wealth management partner with which a discriminating investor can work in overseeing his or her financial future.  To this end we are committed to providing superior investment management, thorough financial planning and exceptional service to our wealth management clients.


Clients come first.  This is the essence of our culture, and it is the way we go about everything that we do.  Our attitude is demonstrated by our attention to detail and personal touch in every aspect of our relationship with our clients.

  • Always available to meet with wealth management clients.
  • Clients talk with a member of our team … every time.
  • Efficient & friendly administrative services.
  • Simple, easy to read reports (including performance).
  • Monthly commentary about the economy and the markets on our web site.
  • Special communications on important events.
  • Wealth management client gatherings during the year to discuss investments and planning opportunities.

We want our clients to know their business is appreciated and that there is no better partner for their financial affairs.