Because we are a small, privately owned firm, we are able to focus on the client first, not the firm. We don’t have to worry about the “big corporate giant” forcing sales goals, or firm-oriented corporate policies. We have the ability to provide virtually the same services as larger firms, but have the flexibility to provide customized, client-focused solutions as our top priority!
It only takes a little EXTRA, to turn something ordinary into extraordinary!! We want our clients to have an extraordinary experience!
As an independent firm, we can focus our priority on the client’s best interest, and that is the only factor we use in making our decisions. There are no cookie cutter solutions from us. Our solutions are a blend of investments and services that are chosen specifically to meet each individual client’s needs. Our Motto is to achieve positive results while minimizing risk. Accordingly, we customize an asset allocation strategy, based upon each client’s individual goals, risk tolerance, and emotional as well as financial needs. Our advice is impartial – our efforts are solely focused on you as the client to meet your needs and to exceed your expectations.
Trust & Estate Planning
Trusts and estate planning no longer have to be a complicated mystery. We can assist in simplifying the estate planning process to ensure your disposition desires are met in the most simple yet effective way to minimize the estate tax impact on your family. Trusts can be used for asset management in the event of incapacity, protection of loved ones, minimization of taxes, asset protection, and many other reasons.
Personal & Business Insurance
We provide competitive performance, consistency of our discipline, and service at a low cost for endowments, foundations, municipalities and other institutional clients. We are available to assist in board meetings, provide education for potential donors, board members, trustees, finance committees, etc.