OUR MISSION

To provide high quality financial advice to individuals, private businesses and non-profits.

Personalized Financial Planning to Meet Your Unique Goals

As your independent investment advisor, we believe in choice and transparency. And as a fiduciary firm, our clients' interests always come first. You choose exactly how you’d like to work with us.

Financial Planning: For a flat fee, we’ll provide personal financial planning for individuals and small businesses. We’ll work together to create your personalized investment plan - including specific investment recommendations and guidance on how to self-manage the plan.
Full-Service Investment Management: Or, for a quarterly management fee, we’ll provide full-service investment management services, ongoing monitoring of your portfolio, and consultation throughout the year on your financial needs. We use Charles Schwab as your bank, but we are an independent investment advisor and not owned by Fidelity.

Contact Us

Feel free to send us any questions you have about the process, and how it can work for you. We look forward to connecting.

Money for living ... not living for money

Registration does not imply a certain level of skill or training. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.