We provide custom portfolio management services and seek to provide investors with appropriate investment solutions, transparent fees, and exceptional service.

What can we do to help?

Our firm provides discretionary portfolio investment management services and offers investment opinions on accounts not involving direct investment supervisory services. Additional financial advice is provided through consultation with our clients.

Although our strategies continuously evolve with changing market conditions, we have historically utilized a combination of individual stocks, bonds, and low-cost exchange traded index funds to construct tax-efficient portfolios. We are held to the fiduciary standard and, as fee only advisors, do not sell products or collect commissions. Client’s assets are held at an independent custodian. Although we retain discretionary authority to place trades on your behalf so that we may manage your portfolio, your money is now and always will be your money – you are in control. You will always have online access to your accounts and receive separate reporting and statements produced and sent to you by the custodian.

Active portfolio management

By actively managing your portfolio we are better able to respond to market opportunities and to manage risk on your behalf, helping to protect and grow your hard-earned savings.

Don’t worry about watching the day to day – with a very low client to advisor ratio, you can rest assured that there are always eyes on your portfolio.

Estate Planning & Trust Coordination

Whether its making sure that a spouse is taken care of in the event of an untimely death, that grandkids are able to get through school, or ensuring that your favorite charitable organizations are well taken care of, we’ll leverage our experience and expertise to help protect the wealth you’ve worked hard to accumulate.

Retirement Planning and Income Management

Investing during retirement is different. Our emphasis on dividend-growing stocks and our liquidity-driven bond strategy helps ensure that your expenses are minimized while your income grows year after year.

Corporate Benefits

Whether you’re a rising star in the corporate world faced with complex compensation package, or a business owner trying to maximize tax friendly savings for yourself or your employees, we have the experience necessary to help.

Tax Mitigation

There are many tools available to help ensure that tax bills are lighter than heavier. Whether its making sure that your fixed income is in an IRA instead of a taxable account or doing tax swaps during market crashes, we diligently work to ensure that our clients’ tax obligations are minimized.

Independent, Fee-Only Fiduciary

Independent means that we do not work for and are not affiliated with a brokerage firm. As such, we never sell any products, collect any commissions, receive any kickbacks, and we never derive any benefit by putting our clients in particular investments. We do this so that you can sleep well at night knowing that we are working for you and only for you, always putting your best interests first.

Financial Planning

Failing to plan is planning to fail. No matter what stage of life you’re in, it’s worth taking the time to sit down with our experienced staff to map a detailed financial plan to carry you from now through retirement. Once established, we’ll keep this plan up to date to reflect changes in your wants and needs. 

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