1540 The Greens Way
Our Discipline. Your Freedom.™
We are wealth management specialists focused on helping you achieve overall financial health.
We're here for you, offering advice and support throughout all life's milestones.
We can help you bridge the gap between where you are and where you want to be.
In pursuit of goals defined in partnership with our clients, our approach to wealth management utilizes what we believe to be best practices in investment management, advanced planning, and coordination with our clients’ other expert professional advisors. This wider perspective is bigger than financial products and market returns. It is a process, carefully mapped, monitored and refined. Our firm’s client relationships are a true collaboration built on leadership, openness, care and proactivity.
We help you achieve and maintain financial independence and confidence with an investment philosophy that is built on proven principles.
We follow a customized yet systematic process to help you achieve overall financial health.
Our services combine investment management, professional relationship management, and advanced planning to help you achieve overall financial health now and in the future.
Get to Know Us
Please watch our firm’s video to learn more about who we are and how we serve our clients.
During times of stress in the financial markets, clients and prospective clients often ask, “What is the plan?” or “What should we be doing?” The simple answer to both questions is “Follow the financial plan that has been carefully crafted and put into place to ensure you can live the life you wish to live.”
A common question that arises during client reviews is, “I have cash on hand. Are there any options where I can earn some level of return given that I am earning next to nothing in my savings account?” U.S. Treasury Series I bonds (“I bonds”), with current annualized returns of 7.12%, can be a great compliment to a portfolio.
Managing Partner, President, Wealth Advisor
Managing Partner, Director of Investments, Wealth Advisor
Partner, Chief Compliance Officer, Director of Trading, Wealth Advisor
Partner, Director of the Divorce Advisory Group, General Counsel, Wealth Advisor
Director of Financial Planning, Wealth Advisor
Financial Planning Associate