What We Do
As a fee-only wealth management firm, our focus is on you and your financial goals. We are not driven by third-party products or sales commissions. And we have no incentive to make you choose certain investment options.
Consistent with your expressed financial concerns and objectives, we will advise you regarding investment alternatives. We will review your present investments and make recommendations regarding the suitability of such holdings in light of your financial objectives. We will advise you on recommended asset allocations considering your need for appropriate liquidity, income, and growth of investment capital.