Peace of Mind means more than just a large, successfully managed portfolio. You want a trusted, objective advisor to whom you can turn for the entire gamut of financially related issues. You can trust us to provide objective, independent advice and to have your best interests in mind at all times.

We Are Here to Help. We are energetic and responsive advocates. While we emphasize investment advisory and portfolio management services, we can also advise you on a wide range of life decisions that affect your finances.

One Size Doesn’t Fit All. Nearly all persons seeking optimal financial solutions are best served by employing an integrated “best-of-breed” team of top professionals in their respective fields of expertise. We’ll shepherd your investments and provide financial and retirement planning services. We’ll also work with your existing team or help you create a top-notch team to best solve your needs related to estate, tax, insurance, asset protection planning, charitable giving, and real estate services, to name a few.

Quality vs. Convenience. Some people place a higher priority on convenience than on quality, and are attracted to investment advisory firms which offer to not only manage their money, but also do their tax return, plan their estate, and provide other ancillary services which are outside of their core competencies. We respect their decision but beg to differ and believe that the “best of breed” team approach works best.

Independence. We are extremely keen on maintaining our independence from brokerages, custodians, money managers, mutual fund companies, CPA and law firms, etc. Unlike many “independent” investment advisory firms, we do not pay referral fees to any CPA or law firms or custodians, nor do we accept referral fees. This practice can seriously affect any firm’s ability to render independent advice to its clients. We simply won’t go there.