Independent. Thoughtful. Caring.

These three words summarize the investment approach that we take with each and every client.

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We pride ourselves in the diligent research and care that we put into making sound and responsible investment decisions.

We pride ourselves in the diligent research and care that we put into making sound and responsible investment decisions.

Independent.

As fee-based financial advisors, we always act in the best interest of the client, period.

How we Approach Investment Management

Did you know?

A Vanguard study, Advisors Alpha, has shown that personal care from an effective financial advisor can add about 3% to a return annually, after fees. As these accounts grow over time, a significant amount can accumulate. Click here to see the report.

Thoughtful.

Educational articles written to educate clients and stimulate productive conversations.