Our Firm

We believe that a proper plan and its implementation are the basis of each client's financial well-being.  Reaching and maintaining your financial objectives is enhanced by way of having a suitable, well thought out plan -- one that fits your unique circumstances and supports you going forward.  

Planning for your financial future can be challenging.  That's where a trusted advisor can assist.  Collectively our group represents more than one hundred years of investment management, planning and client advocacy.  Our collaborative effort enables us to better serve you and help you better plan for, purse and maintain your financial well-being.  We draw on years of financial planning experience and practical application when creating a long-term strategy.  Whether your concern is sound investment management, having enough money to last throughout your retirement, paying too much in taxes, or, ensuring that your financial affairs are in order, we can help you.  We welcome the opportunity to meet with you and discuss your needs.