01. About Us

We provide comprehensive investment management and strategic wealth planning tailored to each client’s goals.  Our mission is to serve as a trusted advisor, delivering thoughtful guidance and long-term financial confidence

02. Our Philosophy

We believe that no two individuals—and therefore no two investment strategies—are alike.  Our approach begins with a thoughtful understanding of each client’s unique circumstances and goals, allowing us to develop strategies tailored to their specific needs.

03. Our Process

Our process begins with a careful assessment of where you are today and how you’ve invested in the past.  From there, we employ a disciplined, strategic approach focusing on achieving your future goals.”

Meet The Team

Our Services

 

Investment Management

We recognize that just as no two people are the same, neither is their risk tolerance. We want you to be comfortable with how your assets are structured and know how they are expected to perform over the long and short term.
 

Retirement Planning

We take pride in helping clients ensure that their golden years are truly golden, but that planning starts long before the actual retirement date. Pre-retirement is when decisions are made as to how much you should save now to have a certain amount when you eventually retire.
 

Trust Advisory

Many of our clients are either trustees of their own Revocable Living Trusts or trustees of other trusts. We work in collaboration with your attorney to review documents and ensure compliance with trust provisions.
 

Tax Services

We do not prepare your tax returns, but we understand that without thoughtful implementation of your asset allocation plan, the tax impact on your portfolio can be significant. By preparing a detailed analysis of tax impact of selling or gifting assets, we can help you avoid unpleasant surprises at tax time.
 

Charitable Gifting

We want to make it easy for our clients to support the causes that are dear to their heart. We encourage the gifting of highly appreciated assets to charities that our clients already support as well as to family members in lower tax brackets. We also provide a disciplined investment process for...
 

Estate Planning

The families we serve value their lifestyles and know that they are the result of hard work and dedication. They want to create for themselves and their loved ones a sound financial plan that includes trust advisory and estate planning.

What's Your Risk Number?

Articles

Market Commentary

Jennifer Sheffler |

January 1, 2026

Happy New Year! 

 The markets all finished 2025 solidly in the black despite the April dip that occurred as a result of global tariffs. The historically strong

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Jennifer Sheffler |

December 1, 2025

December is a great time for reflecting on the past year while preparing for your continued financial health in the new year. This exercise allows us to

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