Our Qualifications

Since 1988, we have been managing investments on behalf of individuals and small businesses through the many ups and downs of the business and economic cycle.  Through it all we have helps clients work toward their financial goals, be it planning for a comfortable and secure retirement, sending a child to college, managing portfolio risk, and protecting their estates.

We are dedicated to developing lasting relationships with all our clients, many of whom have been working with us for more then twenty years. We believe in helping you assess your financial goals and make informed choices in the management of your investments.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our experience to help you pursue your financial goals.