On staff we have 5 Certified Financial Planner® practitioners, 2 Chartered Financial Analysts, 2 Registered Paraplanners, and 1 Licensed Clinical Social Worker.

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Our planning staff has an average of 12 years of experience in the financial services field. Our senior planners average more than 20 years each.

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Our planners work in teams. Each client has a planning team which generally consists of at least two planners and one paraplanner or administrative assistant. Other planners and assistants are brought into the team to provide their special expertise as needed.

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Our family counselor assists with goal setting, life transitions, and some of the more complex individual and family issues which revolve around money.

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Our office is friendly and comfortable, surrounded by fine art and garden views.

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We take investing seriously. Portfolios are custom designed to maximize returns while controlling risk. The optimal portfolio would provide consistent, reasonable returns with minimal volatility. Our investment committee members meet with investment managers on-site, attend due diligence meetings, telephone conferences and monthly investment committee meetings. Portfolios are individually constructed and implemented, and carefully monitored for performance, tax efficiency, cash flow and rebalancing.

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We are compensated by fees. We are not compensated by commissions for the sale of investment products.

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Our financial planning is holistic and comprehensive. We provide personalized planning for each client based on that client's values, goals and objectives. We prepare our own financial plans and they are individually designed.

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Our service is based on relationships. Our planning teams know our clients and their families. We value our friendships with them.

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We want to work with clients who believe that money is a tool to allow them to achieve those things which will make life richer and the world a better place. Our clients enrich their lives through the maximization and effective utilization of financial resources.

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We provide holistic and comprehensive wealth management. Personalized planning for each client is based on that client's values, goals and objectives. We prepare our own financial plans, and they are individually designed. We provide investment management, and coordinate with other professionals to provide total wealth management.

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