Our Pledge

  • A thoughtful and comprehensive approach to wealth management, including consistent reviews and totally objective, unbiased advice
  • Large firm resources with boutique personalized service
  • Access to your account(s) conveniently at any time
  • Prompt responses to any questions
  • Returned phone calls within 3 business hours
  • E-mail of our Weekly Market Commentary and Quarterly Market Insight Report
  • Retirement, Financial and Estate Planning Services
  • College Education Funding Strategies
  • Assistance with Life, Disability, Long-Term Care and Liability Insurance
  • Coordination with other professionals, including your CPA, attorney or mortgage lender
  • Interim calls as beneficial
  • Articles of interest
  • Client only events and workshops
  • Beneficiary updating

Commitment to Excellence

In order to provide the highest quality of service to our valued clients, we purposely limit the number of new clients we accept each year, in an effort to focus our attention and provide superior service.