Our Firm

We believe our clients should expect prudent judgement, knowledge, credibility, and innovation from an Investment consultant. We will always strive to provide reliable, honest advice and to work hard at proactively managing portfolio risk.

We also feel making full disclosure of all the risks and benefits (including fees) of investment programs and strategies is very important in today's investment world. We are diligent to be objective, because clients deserve complete objectivity from a financial consultant. That is why we use a fee-based structure for most of our investment portfolios. Even in the best situations, sometimes a commission structure can create a perception of a conflict of interest between the broker and a client.

As financial consultants, we are merely a component of a client's financial plan. Our role is in helping each client coordinate each component and to provide financial advice based on the "big picture" of helping clients build and preserve wealth.