Our Services

Financial Planning

We take a big picture approach to identify potential areas of weakness in your tax, investment and estate plans and to develop solutions that will meet your unique needs. We do not promote any particular company, investment package, or strategy. Because we are paid by you, our only incentive is to help you reach your financial goals and objectives.

Investment Management

As fee-based advisors, we give you objective and independent advice so you can have peace of mind knowing that professionals are monitoring and managing your investments and looking out for your best interest. We take a systematic and disciplined approach, based upon time-tested principles to help you develop your personal Investment Policy.

Wealth Management = Advanced Planning + Investment Advising + Professional Coordination

While others may equate wealth management with simply managing investments, we see that as only one important part of the equation. As a wealth management client, we help you manage your entire net worth by meeting with you regularly to review your investment performance and perform advanced tax, estate and investment planning. As needed, we also work directly with you and coordinate with trusted professionals to implement the following services:

  • Financial Planning
  • Tax Planning
  • Estate Planning
  • Charitable Planning
  • College Planning
  • Investment Management
  • Insurance and Risk Management
  • 401k Implementation
  • Residential and Commercial Real Estate Transactions
  • Real Estate Finance and Mortgage Services
  • Property Management
  • Private Business Management Consulting
  • Accounting Services