Who We Serve

We are a fee-based wealth management and financial planning firm that specializes in solutions for both active professionals and retired affluent individuals and families. We strive to build relationships by helping clients in every life stage, from individuals and newly married couples to multi-generation families.  Our typical client has been with us for an average of 17 years. However, we welcome new clients who are just beginning to plan for their futures to allow us to help them with their financial planning needs. This means our clients are typically:

Individuals/Families:  We help families of all ages successfully tackle life’s financial challenges.

Business Owners: We help business owners achieve their objectives with tailored portfolio management and financial planning that fits into their overall business plan.

Young Professionals: We partner with young professionals seeking a financial foundation for long-term success.

Our Pricing

We charge an annual investment advisory fee that ranges between 0.70% to 1.25% based on the level of assets under management with us. The fee is automatically debited from your investment account(s) on a quarterly basis.

We also provide comprehensive financial planning without investment management on an hourly or flat fee basis. Based on your unique needs, our typical services range from $1,500 - $7,500 per project.

Learn More

Please visit our Investment and Wealth Management and Financial Planning pages to see more details about our services.

If we are a good fit for your needs, please click the link below to get started, and we’ll be in touch to schedule an introductory meeting.

Contact Us

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