Company Standards


We are an independent firm and we are not bound by proprietary products or programs like many banks and brokerage firms.  This independence allow us access to many independent money managers, institutional firms and a vast selection of investments, not always available through traditional channels.



As a company we are a fiduciary for our clients, meaning we must act in your best interests in all of our recommendations and dealings.


Solutions Provider

We are determined to provide a high level of personal service and act as a "solutions provider" for all of our clients financial needs.  We provide our clients with contacts in the legal and accounting fields that can assist in completing a clients financial plan.