A Fiduciary Advisor

As a fiduciary under the Investment Advisors Act of 1940, we are obligated to act in your best interest.

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What Makes Us Different

Ongoing Advice and Oversight

Because we have no proprietary products, no quotas or minimums, we we are not unduly influenced in your investment selection.

We Don't Charge Commissions

A long-term approach to investing, fee-based asset management ties our compensation directly to the performance of your account.

As Your Money Grows...We Grow

We are committed to your long-term success. We work with you to develop and execute a strategy tailored to your goals.

Account Protection

The LPL Financial SIPC Membership provides account protection up to a maximum of $500,000 per customer.

Ready to Take the First Step

Become a client. We enjoy building trusted relationships that span generations.

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<strong>Ongoing Advice and Oversight</strong>

Ongoing Advice and Oversight

As a fiduciary under the Investment Advisors Act of 1940, we are obligated to act in your best interest and provide you with full and fair disclosure of material conflicts of interest. Because we have no proprietary products, no quotas or minimums with any investment company and do not receive kick backs, we act independently in your investment selection. We provide ongoing advice and monitoring of your investment portfolio on a discretionary basis, which means that you do not need to direct us to make trades, rebalance your portfolio or make other investment decisions for your account. This discretionary trading capability gives us the ability to react to changes in economic conditions on your behalf.

<strong>We Aren't Brokers and We Don't Charge Commissions</strong>

We Aren't Brokers and We Don't Charge Commissions

Fee-based asset management allows you and us to share a common goal - to grow the value of your assets. A long-term approach to investing, fee-based asset management ties our compensation directly to the performance of your account. Instead of commissions, we earn an annual fee based on the market value of your account. A partnership that allows us to concentrate on what matters most - building an investment portfolio that seeks to address your specific needs.

<strong>As Your Money Grows...We Grow</strong>

As Your Money Grows...We Grow

We are committed to your long-term success. We work with you to develop and execute a strategy tailored to your goals. You can be confident that our objective is to help maintain and increase your wealth over time.

We're With You Every Step of the Way

We'll work closely with you to develop a flexible financial strategy that can adjust to your goals, no matter what.

What We Do

What We Do

We create strategies tailored to your goals

Meet the Team

Meet the Team

We put your needs first.

Become a Client

Become a Client

We enjoy building trusted relationships that span generations.

Connect With Us

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