Simplifying Financial Decisions 

So That You Can Focus On What Matters In Your Life

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The Power of Choice

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A Journey Of A Lifetime Takes One Simple Step

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Have You Considered ESG?

Including Environmental, Social and Governance Factors In Your Portfolio May Enhance Portfolio Outcomes

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Wealth Management with a Fiduciary Standard of Care

Serving With Integrity

Educating and Empowering You

Transparency and Authenticity

"Independent and client-centric"


As fee-based fiduciaries our interests are always aligned with your interests.

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"Wealth management is a process, not an event. We work with you to define and refine your goals on an ongoing basis"

Do you own mutual funds or annuities?


When was the last time you evaluated the expense and performance?

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Helpful Content

Curated articles, videos, and more for a more financially savvy you.

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.
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Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
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