Established with these Core Values in Mind

---

Independent

We work only for our clients, have only their best interests at heart and do not accept any revenue other than the fees agreed upon with our clients.

Client Focused

We provide customized, transparent wealth management plans designed to support our client's unique, individual needs. You will have peace of mind knowing that you have a personal investment advisor working on your behalf.

Fiduciary

Our reputation and our client's trust are our most important assets.  We act as a fiduciary with an unwavering commitment to act in our client's best interest.

"In the short run the market is a voting machine, but in the long run it is a weighing machine" -- Benjamin Graham