5768 Putnam Drive,
We are an independently owned financial consulting firm with nearly 30 years of industry experience dedicated to providing personalized service to our clients. We believe our objectivity allows us to offer an objective approach to servicing and pursuing the financial needs of our clients.
Our personalized service is centered on client relationships providing the most sound guidance in helping them pursue their financial goals. More than just managing your investments, we believe our greatest value is our focus to help you anticipate, recognize, and adjust to your ever changing financial landscape. We will guide you through these challenges and create a road map to help you work toward your financial goals.
We realize in addition to our financial management experience, independent advice and investment resources, the foundation to building client trust is achieved in personalized service and responsiveness.
Take a look at our profiles below to learn more about our team's professional experience, then when we meet you'll know just a little more about us than you did before.
We have 6 Core Values that we believe are essential in working with our clients. We deliver a personalized service centered on the relationship with our client, by providing the most objective guidance in helping them reach their financial goals. We focus on more than just your investments and believe the greatest value we can provide is to help you manage your ever changing financial landscape.
We strive to exceed our client’s expectations with integrity, innovation, service and trust. We listen carefully to our clients needs, concerns, and challenges to help them make the best possible choice(s). We pledge to place your interests and concerns first, and will work diligently to help you pursue your goals.
Our mission is to provide unbiased, independent, and objective financial and investment advice focused on our clients' best interests regarding their goals and objectives. We provide integrated wealth management retirement strategies to improve the quality of life for individuals and business owners throughout their stages of life.