Working With Us

Your Interests Come First

Allowing someone to become involved with your personal and business finances is a matter of ultimate trust.  You can be assured that we will work diligently to earn your trust.  We will work for you in the same manner we would work for our own family’s goals.  Every step we take will be designed to help achieve or enhance your goals.  Every recommendation will be fully explained and made in the context of your comprehensive wealth management strategy.  Our objective is to find creative solutions that enhance your financial situation.

Planning First

You will notice that we ask many questions.  Our discovery process is vitally important to understand your current financial situation, help you to define your future goals, understand your risk tolerance, and fully comprehend who you are in the context of your family, your business and your community.  With the answers to these questions we will develop a wealth management strategy which takes into consideration your immediate needs, short and mid-term goals, as well as long-range objectives.  Not until the strategy has been modeled, tested and agreed upon, do we launch the implementation phase.  Implementation deploys the documents, investments and other legal and financial pieces of your wealth management plan.

Your Goals, Your Plan, Your Future

Many financial plans begin and end with numbers.  However, when you become our client, you benefit from a unique process that begins by discovering what is most important to you and ends with a plan that reflects it.  We recognize that each client is unique, with a unique set of circumstances and requirements.  Thus, you can expect that your plan will reflect your unique desires, qualities and objectives.

A Wealth of Knowledge and Professional Experience

We bring a wealth of personal and business experience to the planning process.  Our unique “team of specialists” coordinates our internal specialists with outside professionals such as a client’s attorney or tax advisor.  Our team approach can provide the clarity you need to make wise decisions.  In addition, our association with The Fusion Advisor Network and Kestra Advisory Services, LLC has made available an extensive network of experts and intellectual capital to bring you Wealth Management Strategies and Tactics.

Exceptional Service

Every member of our staff is client centered.  Whether it is supplying you with information which you require or simply returning phone calls promptly, we will treat you with enthusiasm for your request and with respect for you as a person, a client and a partner. 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck