Our Solutions


Our Mission is to provide sophisticated Financial Planning and Wealth Management advice to our select clients by designing personalized strategies. Feel free to contact us for a complimentary initial consultation or brief introductory conversation to determine how we might partner with you toward achieving your financial goals.



FINANCIAL PLANNING  Fee-based Financial Planning 

A financial plan can provide clarity and direction around your personal, professional, and financial goals. This is not a product or investment. While developing your plan, we may consult with your other advisors (CPA, Attorney, etc.). 

A fee-based financial plan can help you with:

• Ongoing Cash Flow Management

• Reduction of Taxes

• Legacy Planning / Wealth Transfer

• Estate Planning Solutions

• Early Retirement / Saving for Retirement

• Risk Management

• Ownership/Beneficiary Strategies for Tax Planning



ASSET MANAGEMENT  Investment-based / Asset management fee  

A customized portfolio utilizing asset allocation strategies can help manage market risk and provide a disciplined approach to investing.

• Your portfolio can be adjusted as your investment goals, income, and lifestyle change.

• You have 24 hour access to online accounts showing detailed net worth, account holdings, activity and performance.

• Annual management charge is based on the amount of assets, not on fund selection or number of trades.

• Asset management is available for a wide range of account sizes.



PRODUCT SOLUTIONS*  Product-based / Transactional relationship  

The purchase of financial instruments can help address relatively simple needs.


• Mutual Funds

• Exchange-Traded Funds

• 529 Plans

• Retirement accounts for individuals & business owners (Trad. IRAs, Roth IRAs, Simple IRAs, SEPs, 401(k)s, Profit Sharing Plans)


• Life Insurance

• Long Term Care Insurance

• Disability Income Insurance

• Group Health & Dental

• Fixed & Variable Annuities

*Implementation of specific products or services may result in commissions or fees outside of the scope of a financial planning fee. Financial plan recommendations can be implemented with the advisor of your choosing.