Faithful Stewards of Family Wealth
Since 1969
We understand that individuals face unique financial challenges at every stage of life. Together, we can help take the mystery out of finding your ideal tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Your Goals, Our Strategies
We offer an array of financial services from retirement planning to investment management. Work with our team of experts to plan for a better tomorrow.
Retirement Planning
Our sophisticated planning tools help you establish goals and priorities to develop a plan for the future.
Estate Planning
We work closely with estate planning professionals to preserve your estate for your intended heirs.
Family & Educational Savings
We project for your family’s personal and educational needs. Education costs, elderly care and assisted living, future home purchases are all accounted for.
Insurance Solutions
We work with you to discover the best insurance strategies for you. Whether it is to create leverage, build liquidity or protect income.
Budgeting and Cash Flow Analysis
We provide savings-focused budgeting and liquidity management to aid in the maximization of investment growth.
Investment Mangement
Our investment suite includes the traditional asset classes of equities and fixed income as well as alternative investments such as hedge funds and private capital
Our Process
Identify Your Goals
We offer an array of financial services from retirement planning to investment management. Work with our team of experts to plan for a better tomorrow.
Develop Your Plan
We analyze your current situation and test it against your goals. Based on your risk tolerance we present an investment strategy that incorporates your needs and time horizon.
Implement Strategies
We implement your investment strategy using specific investment vehicles. We coordinate our recommendations with other professional advisors as needed.
Evaluate Progress
We not only monitor your progress, we constantly reevaluate it. Our proactive, client-centered approach means as life changes we’ll help you adjust your investments to new priorities and goals that may arise.
Our Team
We have over a century of combined experience in financial services. With our knowledge and your goals, a sound financial strategy is more attainable than you might think.