For individuals, managing your personal finances can be stressful, from understanding your needs in retirement, to determining education savings goals, and knowing if you are paying too much tax. Our services go beyond investment selection and allocation. Our expertise lies in asking the right questions to help set up the financial goals that fit you, the individual.

The large investment houses have many concerns beyond the needs of the individual investor. By contrast, our only concern is you, the client. We offer a comprehensive investment strategy tailored to the individual client's risk tolerance and objectives.

We create a portfolio for our clients using computer modeling, and we ask specific questions which help us to determine a client's risk tolerance and investment objectives.  Once your goals are established we work hard to help you implement your financial plan. 

We both have the same goal in mind; to preserve what you have worked so hard to achieve -