A combination of independence, comprehensive service, and client focus sets us apart. As an independent Registered Investment Advisor, we provide the best advice for each client’s specific situation and needs without concerning ourselves with selling proprietary products or other agendas of a parent company. Our services range from financial planning to investment management to estate planning—we can meet a wide range of needs under one roof, from the simple to the complex. Finally, we are committed to providing each client with customized solutions and the personalized service they deserve. We treat our clients as individuals and not numbers.