Your journey. Our focus.

We begin with possibilities, and as we progress our life’s milestones emerge. Think of them as destinations along your journey. These can range from starting a family to starting or selling a business. Others might be achieving professional status, enjoying retirement, or leaving a legacy. And like any exciting journey, there are surprises along the way—some good, some more challenging—from a death in the family, to the birth of a child.

Whichever form these surprises take we continue our journey, focusing on the everyday demands of our personal and professional lives—which can be no small feat. In parallel, our long-term financial goals require planning and stewardship. They can also demand significant focus, given continuous changes in marketplace factors and tax laws. Choosing the right partner can make all the difference, and help keep you on course.

We may all have different destinations, but they have one thing in common—guidance helps us get there.

That partner’s first qualification should be that they will always act in your best interest. This has been our polestar for over 25 years. We are a fully independent, SEC Registered Investment Advisor, and proudly adhere to the “Fiduciary Standard”. This means it’s our legal obligation to always put the interests of our clients first. Not coincidentally, that standard fully embodies both our personal and professional values.

We’ve found the best way to start a client relationship is with a financial snapshot. Towards that end, we’ve developed a platform called “The Wealth Exam.” In a few short minutes, you’ll have all your relevant information in one place. From there, we’ll schedule an appointment to review and make sure you’re on course. Use the link below to begin your Wealth Exam.

The link above will take you to our complimentary Wealth Exam portal—all information is kept in the strictest confidence; its sole purpose is to begin a dialog with one of our advisors.