• Enjoy
    Your Journey

    With true Wealth Management

    Your life is full- family, community, career, activities. Let us partner with you to chart a course that can leave you free to travel your most meaningful journey.

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  • Forge
    Your Plan

    Seasoned Investment discipline focused on you

    Every successful venture requires a number of elements working in harmony. Our investment approach considers the many aspects of your life combined with our decades of experience to produce a route customized for you.

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  • Time
    to Embark

    You need the right partner to navigate your financial journey. Before heading out, make sure you’re well equipped to manage both sunny days and bumps in the road.

    See if we’re the right fit for you

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Clients We Serve

Retiree/Late Career

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You've worked hard and you are thinking about retiring or may have already done so. You want to make sure that you will have enough to enjoy retirement. Will you and your family be taken care of?

Life In Transition

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Even the best laid plans can go astray with the unexpected. Sometimes there is a bump in the road or good fortune that changes everything.

Executive/Entrepreneur

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The success you've attained through diligence and hard work is admirable. At the same time, your net worth may be tied up in your business, stock options.
restricted stock or pensions.

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About Us

When we started our practice over twenty years ago, we had a unique approach. Back in the day of individual “stock brokers,” we knew that a team approach to comprehensive planning would serve our clients best. To this day, we continue to use that method. Each member of our team brings specialized talents toward client solutions and that creates a synergy we would not have if we were working individually.

In addition, we have always been committed to long range, all inclusive planning.  

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What We Do

We are here to partner with you in managing the wealth you’ve worked so hard to achieve. Our goal is to help provide the confidence of knowing your financial plan is well constructed and monitored. We want to hear about your dreams, your concerns and what you value most. We are expert listeners and use what we hear to help build a plan customized to you

 

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How We Plan Your Route

Developing your plan is critical to our process. We take time to get to know you before developing and presenting our plan. Once you understand and agree with our plan, we put it into place.

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Maintaining Your Course

Our service is what sets us apart from other advisors. Part of that service is the on-going review we have of your plan. That includes regular conversations with you, on a timetable most comfortable for you. In addition we routinely reassess and evaluate your plan. At least annually we present a full review.

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Comprehensive Wealth Management

No plan is complete without considering a client’s entire financial picture. For that reason, our wealth management is very encompassing, considering all aspects our our clients’ lives. In addition , by not being part of a large investment company, we strive for independence in the investments we choose. We are not compelled by an employer to use any particular investment. Rather, we choose investments based on a thoughtful, disciplined process.

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Our Investment Approach

Our team has over 70 years of combined industry experience. We have two MBAs and a CIMA (Certified Investment Management Analyst) on staff to skillfully develop your financial plan. Our approach is disciplined and focused on performance, risk control and cost.

Meet Our Team

We value the long term nature of our relationships with our clients and their families. Unlike other professionals and many other advisors, we are not in a transactional business where products or services are purchased and the relationship ends.

Instead, we value ongoing conversations with clients over the months and years and delight in helping clients realize their goals. 

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