Fiduciary Duty

As a Registered Investment Advisor (RIA), we are a professional advisory firm that constructs portfolios and addresses the unique needs of our clients that require a highly customized level of investment management and strategy. We are registered with the Securities and Exchange Commission (SEC) and have a fiduciary duty to act in the best interest of our clients.

What is an independent financial advisor?

“Grateful for your work and scrutiny for security of our funds for security and opportunity.”

Ann

This testimonial was given by a client. The client was not compensated for their testimonial.

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“I particularly liked your response to the question about what keeps you up at night. Your “Not much” answer was perfect! It reinforced your continued emphasis over the years of keeping a long term focus on investments, and provided reassurance to your clients.”

Ken

This testimonial was given by a client. The client was not compensated for their testimonial.

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“Continue to be pleased with your philosophy & approach in stewardship of our finances.”

Louise

This testimonial was given by a client. The client was not compensated for their testimonial.

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"As a client, I can say that it’s great when employees are setup to work from home when necessary. It leads to seamless customer care. Even in the snow."

Dan

This testimonial was given by a client. The client was not compensated for their testimonial.

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