Helping you understand your assets 
so you can pursue your financial goals 

Leveraging more than 70 years of combined investment experience, we act as your personal advocate, providing advice that is tailored to your personal circumstances and priorities.  Being in such close contact with you, we have the opportunity to build and maintain your wealth management strategy based on your specific financial goals and preferences.  

Our practice is primarily fee-based, in which an asset-based fee is calculated as a percentage of your assets under management.  This enables us to invest on your behalf based on the guidelines we develop together from the start of our discussions and as your priorities change.