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Our Process

We create tailored portfolios consisting primarily of individual stocks and bonds. This differentiates us from many other advisors.

Our History

Years of experience have prepared us to guide you through your life transitions. From college to retirement and everything in between.

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day as our fiduciary promise.

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. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

<p>A Look at Diversification</p>

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
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<p>Is a SEP-IRA Right for Your Business?</p>

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
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