We are a team model focused on building long-term relationships in which to partner with our clients for their planning and wealth building goals. We believe leading the relationship development through a planning centric approach creates a strong foundation for mutual success over the long-term. We maintain 1st, 2nd and even 3rd generation relationships some of which remain from the founding of our firm almost 30 years ago.
We offer holistic and comprehensive planning with flexibility to align with our clients needs. Investment management is team driven through custom strategic allocations and multiple strategies including a covered call writing option.
Empowerment of the team, a value based focus and a servant's heart keeps us centered and successful. Our goal is to build and expand on this solid foundation through the right merger and buyout opportunities. Aligned values and culture are an absolute necessity.