Broker Check

Mission Statement

At our firm, we have the client—and only the client—in mind.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Our Commitment

We want you to understand how we work with you and what it takes for us to build a successful working relationship together.

  • You and your interests come first. We succeed by helping you succeed.
  • The full resources of our firm are there to help you pursue your goals.
  • We are committed to understanding your personal and financial needs, as well as your tolerance for risk.
  • We will help you to understand our recommendations, to set realistic expectations about the long-term performance and risk of any financial choices you may make.
  • We will provide timely account and transaction information which reflects any positions you hold.
  • We will provide you with exceptional service.
  • We are available for regular conversations about the status of your financial plan and any financial changes or choices you have made and how they effect your financial future.
  • If you have any issues or concerns, we will make it our priority to address it.
  • We will always do our best to build and justify your trust in us.

Your Commitment

Working together to pursue your goals also requires a commitment from you.
  • Provide all relevant information about your financial condition, goals, risk tolerance, and time horizon as well as any changes to this information.
  • Review and understand the recommendations made.
  • Review and understand the strategies and any materials provided to you.
  • Ask questions if you are uncertain about any aspect of your plan.
  • Meet with us regularly to review your financial plan and any investment positions.