Passing the Baton
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Your Success Is Our Priority
We aim to develop plans that are in your best interest. If you've reached your goals, so have we.
As an Independent Wealth Management firm, we strive to help families plan and manage the aspects of their financial lives. Our objective is to manage or eliminate the financial challenges that can distract families from enjoying what matters most to them.
By following a goal-oriented approach, supported by objective advice and guidance, our goal is to provide our client’s the financial confidence to enjoy the live’s they have worked hard to accomplish.
Put simply, Your Success is Our Priority.
Fee-Based Portfolio Management
Strategic and Tactical Strategies
Asset Allocation Strategies
Stocks, Bonds, Mutual Funds, ETFs
Holistic Financial Planning
Retirement and Income Planning
Estate and Trust Planning
Tax Planning Strategies
Business Retirement Planning
Executive Comp and Stock Options
Long Term Care
Disability Income Insurance
Longevity and Income Insurance
We are committed to providing our clients exceptional service, full transparency and objective financial advice and guidance that you can understand and puts your best interest first.
Our independence is our strength. With our years of experience in assisting hundreds of families plan and prepare for their future and retirement, we are committed to providing solutions made for them. We don't believe in a "One-Size-Fits-All" approach because we don't live "One-Size-Fits-All" lives.
Authenticity & Excellence
It’s not about us. We work on behalf of our client, not the company. Our word is our bond, and you can expect us to uphold it. While other firms focus on their bottom lines, we focus on yours. That’s how we operate. Our success depends on yours.
Tenacity & Solutions
True financial advising is a conversation. Maintaining a dialogue with our clients is the key in working towards their success. Once we understand your goals, we will build strategies to get you there.
Let’s put your investments to work.
Gear up for tomorrow by planning today.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.