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About Us

Value Statement

We help high net worth individuals and their families work towards their financial goals by creating and implementing comprehensive wealth management plans.

Wealth Management Approach

Our wealth management approach integrates your objectives into a personalized plan that can be updated as life changes occur. We combine our sophisticated investment planning tools with our professional resources to help match your objectives with customized strategies.

  • Understanding Your Financial Objectives. We begin by asking questions to understand you and your financial objectives.
  • Determining Smart, Time Tested Strategies. Next, we qualify and quantify your financial and personal information to match your objectives with sound strategies.
  • Implementing Thoughtful and Creative Plans. We develop customized strategies tailored to your objectives., drawing from a wide selection of world class products and services.
  • Providing Timely, Ongoing Service. We periodically review your financial situation to help ensure your financial objectives are being met.
  • Note: No strategy assures success or protects against loss.

Our highest priority is to help create value and greater satisfaction for our clients by offering the following comprehensive services:

  • Portfolio analysis
  • Asset Allocation design
  • Investment management
  • Stock Option Planning
  • Estate planning
  • Retirement planning
  • Insurance
  • College funding strategies
  • Educational seminars