We provide fiduciary, fee-only wealth management on an ongoing basis for pre-retirees and retirees. Our wealth management service is a combination of retirement planning, investment management and financial planning.

We design customized investment portfolios based on your goals, values, desires and objectives.  As fiduciaries, we are obligated to put your interests first and take seriously our responsibility for managing your assets.  We do not sell financial products or take commissions of any kind.  We act as an advocate for our clients!

While important, your investment portfolio makes up only one piece of your financial "pie."  We realize that having a complete understanding of your situation better allows us to manage your wealth.  Financial planning is the ongoing pursuit of a variety of issues that will more fully maximize your overall financial situation.  Financial planning is based on your needs and desires, but may involve retirement planning, retirement distribution options, estate planning, tax planning, wealth preservation, risk management, college funding and charitable giving.