Who We Serve

Our mission is to be your financial partner and empower you with the resources and advice to achieve your goals with confidence. Our passion is helping our clients live the life they want today and leave the legacy they want for future generations.

We define wealth management as a formula:

WM = IC + AP + RM

Investment Consulting (IC) is the proper management of investments over time to help achieve financial goals. The guiding principle of our money management philosophy is that emotion free investment systems help investors avoid poor decision making while simultaneously increasing their probability of success.

Advanced Planning (AP) goes beyond investments to look at all the other aspects that are important to your financial life. We break it down into four parts:

  • Wealth Enhancement
  • Wealth Transfer
  • Wealth Protection
  • Charitable Giving

Relationship Management (RM) is the final aspect. True wealth managers are focused on building relationships not only with their clients, but also the client’s loved ones, and their existing professional advisors.