The Attention You Deserve

When investment decisions are to be made, our clients speak with me, not an associate.

I personally prepare and present our clients' Written Financial & Estate Plans.  This is not done by an in-house Planner whom they don't know.

We pride ourselves in efficiency, accuracy, and responsiveness.

We are rarely unreachable.  Any phone call or email is responded to immediately.

Upon request, we communicate directly with our clients' accountants during tax season.  

 

"There are too many advisors that are difficult to reach.  In many cases, they are saturated with associates which provide insulation for them to take part in other activities not related to their profession.  Our clients are paying us to manage their finances, which is a full-time job.  There will be plenty of time for other interests when we retire."