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Wealth Management and Investment Planning

How We Work

How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. We draw on these insights to build a a custom diversified portfolio that's aligned with your financial goals and objectives. Additionally, professional advice allows you to make more objective decisions, which may improve your financial position. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our Investment Philosophy

GLOBAL: It is humanly impossible to know what the future holds. Therefore, we create globally balanced portfolios that are well diversified and broadly spread across market sectors. We believe that over time, diversification across domestic and international markets should provide smother returns with less volatility which actually puts more money in your pocket.

RISK BUDGETED: Investors expect higher returns for taking more investment risk, and the financial markets react accordingly. This is why finding the proper balance of risk and return is paramount to investment success. We work very hard to define each clients' tolerance for risk and actively manage the investment portfolio's accordingly.

EXPENSES MATTER: Balancing the knowledge that the cheapest investment isn't always the best, but when all else is comparable, we will choose the investments that have the lowest internal expense ratios.

SIMPLE: If it sounds too good to be true, it probably is. We are in the stock market for the long haul and will select tried and true investments and managers. 

Investment Products & Services

  • Asset Allocation
  • Portfolio Management
  • Traditional IRA's & Roth IRA's
  • Rollover IRA's
  • Employer Retirement Plans
  • Fee Based Money Management
  • Third Party Money Management
  • Education Planning and 529 College Savings Plans