How We Work

Our firm specializes in helping our clients develop sound wealth management and retirement strategies.  Many of our clients are retired or planning for retirement.  If you find yourself in this situation, please take some time to explore our website and the wealth of information we offer.  We offer personalized, objective, and independent advice.  We educate our clients about financial concepts and strategies and take the mystery out of industry jargon and complexity.

We understand the many challenges of retirement today and know that the biggest concern for many people is outliving their money.  We focus on coordinated money management, as well as other issues that are critical to your financial well-being.


Fixed income (bonds)
Real Estate
Private Equity and Venture Capital
Privately owned business
Mutual funds
Exchange Traded Funds (ETFs)
Individual securities
Values-focused & ESG Portfolios

Financial Planning

Comprehensive financial planning
Retirement income planning
Tax planning and strategy
Tax preparation
Estate planning
Generational planning
Private foundations
Donor-advised funds
Roth IRA analysis
College funding

 Insurance & Risk Management

Sufficiency & cost analysis
Independent consultation
Proposal reviews and recommendations
Property & casualty coverages 
Life / Disability/ Health
Long-Term Care planning 

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  855-752-6644