Formed in 1995, our company is a fee only Wealth Management and Financial Planning firm. Clients include retail and institutional clients who reside in various parts of the US and across six foreign countries. Our firm is a Registered Investment Advisor with the Securities and Exchange Commission. The firm specializes in investment management, and proactively selects individual equities, ETF’s, low cost mutual funds, and individual bonds for client portfolios. The firm currently selectively accepts new clients with investable assets of $1,000,000 or more. The firm acts as a fiduciary for clients and manages funds on a discretionary basis.
Wealth Management, Financial Planning, and Financial Adviser