The right fit makes all the difference

If you want whole-picture financial help with hands-on advice and a true partnership, we would love to work with you.

We provide investment advice and financial planning to both individuals and trustees. Many of our clients are retirees, professionals, business owners, or corporate executives. But what they all have in common is an attitude of keeping their eye on the long-term and a desire to work collaboratively with an advisor who they both trust and enjoy.

A sampling of the kinds of clients who particularly find our help beneficial include:

• Retirees who need help planning for the long term, including tax smart investment withdrawal strategies

• People in transition, such as after the death of a loved one or divorce, who are looking toward their next stage in life

• Self employed entrepreneurs who want tax planning seamlessly coupled with their investing and savings plan

• Professionals who are building their wealth and want to develop a smart plan for future savings and growth

• Trustees who want fiduciary investment advice and knowledgeable assistance in administering the trust

Our clients are involved in the planning process, but it need not be time consuming. We work with each client to plan how much time they want to devote to the process.