We are a fee-only Registered Investment Advisor. Because we do not receive commissions, we can provide the unbiased and objective financial advice that you are looking for.

Through our money management process, you will benefit from a personally designed portfolio that is tailored to meet your specific needs. Unlike many management firms, you will have direct access to our Chief Investment Officer who offers 24 years of knowledge, integrity and that critical element - experienced guidance. As a small boutique we offer individualized attention to your portfolio, detailed research and superior communication.

We currently manage money for individuals, trust retirement plans and non-profit organizations. Because of our commitment to a high level of personal service, our minimum investment relationship is $100,000. Please contact us to discuss how we can help you achieve your financial goals.