Our History

A long time ago, we made a choice: We would rather work with people we can actually get to know than spend our days in a large institution where customers are just numbers. We believe it is simply more fulfilling to take a direct interest in what matters to your future. We are dedicated to helping you:

- Take control of your financial future

- Protect and grow your assets

- Maintain and improve the quality of your life

- Achieve your personal and financial goals

We have been managing clients’ wealth since 1982, and from the very beginning, we have considered ourselves fiduciaries of our clients’ assets. What this means to you is that we put your interests first, providing personalized financial advice and services designed to help you achieve your life goals.

Our Mission

We strive to help clients build financial security. Our vision is to create a practice and work environment where our employees are committed to leveraging their strengths, deep experience and specialties to support clients’ success.

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Personal Attention from Experienced Professionals

Our services and guidance stem from a clear understanding of your specific goals, combined with a determination to help you build financial security for the future. We designed our Secure Future Solution® process to help you take control of your financial situation.

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Our Values

Our mission, services and approach are rooted in our core values:

• Collaboration – We work with you to define and create solutions to address your objectives.

• Customization – You are unlike anyone else; our advice, analysis and relationship are created specifically for you.

• Compassion – We care deeply for you and your concerns, and respect what you care deeply about.

• Client-First – Since 1982, we have considered ourselves fiduciaries – your best interests come first.

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