We don’t think we’re great at what we do because we can see the future.

We believe we are great wealth managers because we can’t.

Any advisor can grow your money, but no one knows their future, so we plan accordingly.

Decades of financial planning experience sharpened our insights. Constant learning invigorates us. Each unique client situation challenges us.

Watch our videos to hear some client stories, read our blogs to get our opinions, check our book reviews to find a good read.

And when you’re ready, schedule a meeting to start planning for your exceptional unknowns.

Zoom Open Hour Events

Check our upcoming schedule of Zoom Open Hour events By clicking here.

When should I expect my 1099?

It’s almost tax filing season and we want to remind you that LPL typically sends the consolidated form 1099...

Contact Us

Your time is valuable, and your patronage is essential. We work hard to be available for you when you need us. Call or email...

Zoom Open Hour Events

Check our upcoming schedule of Zoom Open Hour events By clicking here.

When should I expect my 1099?

It’s almost tax filing season and we want to remind you that LPL typically sends the consolidated form 1099...

Contact Us

Your time is valuable, and your patronage is essential. We work hard to be available for you when you need us. Call or email...

Recent Posts

When should I expect my 1099?

It’s almost tax filing season and we want to remind you that LPL typically sends the consolidated form 1099 in February and March…

Marty and Jean visit the David

Marty and his new wife honeymooned in Italy. They enjoyed many of the touristy things, but being a retired machinist, he is always interested in complex structures.

Cyber Security teaser

Ever wondered how well you are protected from Cyber Criminals? We met with Tim Marsh and his team to discuss precautions we can take to protect ourselves online. Check it out!