“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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Find Out More About Us

Our Services

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

See All Services

 

 

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

Stay up to date with our latest financial news and events. Register today for one of our workshops or subscribe to our blog.

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In response to record fuel prices, the Internal Revenue Service has announced an increase in the optional standard mileage rate for the final 6 months of 2022. Taxpayers may use the optional standard mileage rates to calculate the deductible costs of operating an automobile for business and certain other purposes. For the final 6 months of 2022, the standard mileage rate for business travel will be 62.5 cents per mile, up 4 cents from the...
Inflation has shown little sign of easing. This was evident in the Labor Department’s reports on May consumer and producer prices. The Consumer and Producer Price Indexes showed respective 12-month advances of 8.6% and 10.8%. The “hot” inflation data are pushing the Federal Reserve to aggressively tighten the monetary reins. The central bank’s dual mandate is to foster full employment and promote stable pricing, the latter of which will be an arduous task given the...
The U.S. economy remains in relatively good shape, as highlighted by the May employment report. According to the Labor Department, 390,000 nonfarm payroll jobs were added last month, which was lower than the April tally, but stronger than the consensus forecast. The headline unemployment rate held steady at 3.6%. The jobs report also showed hourly earnings rose 5.2% year over year. That, along with other elevated measures of inflation, should justify further monetary tightening by...

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