“What the wise do in the beginning, fools do in the end.”

― Warren Buffett

About Us

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

 

01. Story & History

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

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02. Values & Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.

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03. Mission & Services

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

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Our Services

We are dedicated to providing investment management and strategic wealth planning. Simply put, we strive to be our client’s trusted advisor.

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Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them.

 

Our Process

A strong planning process is the best way to create a more financially secure plan.

 

Investments

Investments can play a key role in your financial security plan.

 

Insurance

Insurance is essential to any comprehensive financial security plan.

 

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations.

 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

 

Your Finances

Managing your finances is an important component to any financial security plan.

 

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile.

Our Investment Process

Meet Our Team

Learn more about our amazing team of professionals and see what makes us different. We're here to help guide you in the right direction.

Blog & Events

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The latest Consumer Price Index (CPI) reading showed inflation remains sticky. Specifically, the CPI and core CPI, which excludes the more-volatile food and energy components, rose 0.3% and 0.4%, respectively, in January. On a 12-month basis, the CPI and core CPI increased 3.1% and 3.9%, respectively. All figures came in above consensus forecasts. The “data-driven” Federal Reserve will probably not be in a rush to pivot on the monetary policy front. That is because consumer...
The nation created an estimated 353,000 jobs in January. That figure beat the impressive December tally of 333,000 and far exceeded the consensus forecast of 185,000. The unemployment rate held steady at 3.7%, another indication that the labor market remains tight. The report also showed that the average hourly wage rose 0.6% and 4.5% on a sequential and 12-month basis, respectively. Both figures topped forecasts and suggest that inflation in the labor market remains sticky...
Inflation, though still elevated, remains on a downward trajectory. This was evident in the December Personal Consumption Expenditures (PCE) Price Index, which is the assessment of inflation most closely monitored by the Federal Reserve. The PCE and core PCE Price Indexes, the latter of which excludes the food and energy components, increased 2.6% and 2.9% on a 12-month basis, respectively. The core PCE figure was down from 3.2% in November, and the lowest reading since...

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