What We Do

We have helped clients define and achieve their financial goals for over thirty years.  Unlike larger firms where you are treated like a number, we provide you with first-class, personalized service.  We listen carefully to your unique needs and objectives. Your risk tolerance, financial and personal goals are all taken into consideration.

We meet face-to-face with most clients every six months for an in-depth review of their portfolios, and to determine if their objectives have changed. More frequent appointments are gladly arranged.  Adjustments to investments can be made in response to life-changing events at any time.  Telephone reviews can quickly and easily be arranged to accommodate busy client schedules.

We are a people business, not a numbers business. You can expect a high level of personalized service from our fully licensed and registered support staff.  Learn more about me and my staff on the Meet the Team page.

Meet Our Team!