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Our Difference

We are passionate about the financial industry because we believe that our clients deserve a high level of respect and care that is difficult to find in today’s investing environment. We treat our clients like family and provide more than just financial advice; we provide a source of support in tough times and a place of celebration in good ones. We are:

We get to know our clients on a personal level before we even start talking about investments. We make the effort to understand their past, present, and future, and work with them to develop strategies that are tailored to their unique situation. We are goals-based, not sales-based.

We work in close collaboration with the parents, children and grandchildren of our clients. We believe that the more educated a family is about their investments, the more efficiently they can plan for the future. We take pride in the fact that the trusted relationships we build with our clients often span for generations. As a multi-generational business ourselves, we understand the importance of planning a legacy for the ones you love.

A Source of Support
We communicate with our clients even after we develop a plan together and help them make changes in the future in the case of market or personal developments. We schedule regular reviews, track our clients’ investments, and make changes when necessary. We also think of both short and long-term goals and keep our clients abreast of industry changes.

We hold ourselves to the highest ethical standards, listen to our clients, and provide a safe space for personal and financial growth.