Our Services 2019-01-18T15:39:17-04:00

Our wealth management process is based upon building a comprehensive financial plan that is as unique as you are. We address the fundamental building blocks of planning: Foundation, Lifestyle, and Legacy.


Survival is the foundation of the financial planning pyramid. Just as when building a house, establishing a deep rooted and robust foundation is the key to a successful build. In the Survival segment we evaluate emergency funds, insurance, and cash flow. Our goal is to ensure you have the resources in place to weather the storm.


Lifestyle is about discretionary items and luxury activities. Perhaps you like to take an annual trip to Europe, or add to your car collection. We address goals such as college planning, travel and vacationing, and big ticket purchases. Our goal is to ensure you can spend your time doing what you love, with who you love.


Legacy is how you want to be remembered. Transferring wealth from one generation to another has become increasingly difficult. We address issues such as estate planning, charitable giving, philanthropy, and trusts. Our goal is to ensure that you can leave your mark on future generations and provide for those who mean the most to you, in a tax-efficient manner.

When your financial house is in order, it’s easier to make financial decisions and stay on track to pursue your goals.

Our comprehensive process covers aspects such as cash flow management, long-term care, business succession planning, prevention strategies and many other variables that can help to bridge the gap from today to tomorrow.

We provide objective investment advice with no proprietary products. We focus on asset allocation, risk management and open dialogue to build and manage your goal-oriented financial plan.

There are many factors that go into determining the actions you should take to reach your retirement goals. These can include but are not limited to determining a realistic retirement age, factoring in health care cost, collecting social security, and paying off debts.

We can work with you to plan your will and trust, find a qualified attorney and prepare for your meetings, help minimize legal expenditures, walk you through legal documents, prompt you to monitor and continually update your plan throughout important life events.

By setting aside an education funding plan, parents and students alike can feel confident in their future goals.  Running the numbers, researching schools, thinking about how much everything will cost, and considering what resources the family might be able to put toward education expenses can help to lower student debt substantially.

Collaboration is key.

Our unique, family-like team is equipped with various strengths and experiences from which we can draw when needed. We have built relationships with local professionals (attorneys, CPAs, insurance consultants) we can consult with when seeking to improve your overall financial position. As our client, you are at the center of our collaboration process.

What’s Next?

Our staff will handle your financial needs with great care because we consider you part of our family. Not only will you find our team members knowledgeable, but you will also discover that our team truly cares about your goals as much as you do! To know what to expect when working with us, look into Our Process!

Our Process

Time for an Honest Discussion?

Our financial planning process begins with honest discussions. Is it time we sat down to talk?

Let’s Talk