01. About Us
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
02. Our Philosophy
As a firm, we believe just as no two individuals are the same, no two investment plans are the same. We will meet with you to determine your unique situation and goals.
03. Our Process
We start with where you are now and how you have invested in the past. From there we use a disciplined strategic approach to achieve your goals for the future.
Market Commentary
October 1, 2024
The September rate cut of .5% was the first reduction since 2020. Rate hikes resulted in the target range for the federal-funds rate hitting a two decade high
September 1, 2024
Recession fears and concerns about an economic slowdown contributed to August’s early market volatility and meant a bumpy ride for investors. Although concerns
August 1, 2024
In the past few weeks investors have experienced the effect of a rotation in the markets where large capitalization stocks had a pullback while small and mid