We believe that sound financial advice, unvarnished honesty, and long-term strategies will help you achieve your goals more effectively than trendy investment ideas and the pursuit of short-term results. We serve our clients best by helping them to avoid damaging financial decisions, and by providing time-tested and measured advice.
Our mission is to help you realize your hopes and dreams by helping you achieve the financial means to fulfill them.
When you meet with us for the first time we’ll spend most of the meeting learning about where you’ve been in life and where you hope to go.
We want to learn about your plans for your family, your family relationships, your goals for retirement, your attitude toward money, your understanding of finances, and your comfort level with uncertainty.
The strongest of all warriors are these two:
time and patience.— Leo Tolstoy
I’m a pessimist because of my intellect, but an optimist because of will.— Antonio Gramsci
Our promise is to treat you the way we would want to be treated.
We understand that guiding you through the financial planning maze requires asking the right questions and listening attentively.
We understand that investing and financial planning are extremely personal endeavors, and we promise to personalize the advice we provide.
We understand that your trust is both a priceless treasure and a huge responsibility, and we promise to take that responsibility very seriously.
Finally, we promise to take an ongoing interest in your happiness, success and peace of mind, and to treat you, as we do all our clients, like our most important client.