Experience & Integrity

A Powerful Combination for Wealth Management.

With over 30 years of investment strategies for wealth management, we’ve seen it all. We offer sound, long-term planning and provide our clients with exceptional and individualized customer service.

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Experience & Integrity

A Powerful Combination for Wealth Management.

With over 30 years of experience, we’ve seen it all. We offer sound, long-term investment strategies for wealth management and provide our clients with exceptional and individualized customer service.

Learn More

Our Services

Responsible
Investing

Invest in companies that make a positive impact on the environment and the communities they serve.

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Financial
Planning

Plan for your future with a trusted partner who understands the life you want now and in the future.

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Investment
Management

Put our experience to work and determine the appropriate investments based on your goals and risk appetite.

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Our Work

As a small boutique firm we provide a conflict-free service that puts your financial goals first — helping you create the life you want for yourself now, and in the future.

Our financial interest are aligned with those of our clients. Our compensation is based on percentage of assets under management and does not include any commissions for the purchase or sale of any investment products.

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Our Latest Blogs

2022 Outlook – A New Year of Challenges and Opportunities Ahead

by Rich Lawrence | January 6, 2022 | Thoughts
The economy and markets in 2021 were fueled by significant government spending and loose monetary policy yielding strong economic growth and stock market gains....
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New COVID Variant and Federal Reserve Front and Center

by Rich Lawrence | December 20, 2021 | Thoughts
Global and domestic stock markets were sent reeling in November following reports of a new coronavirus strain, despite some positive economic news. Markets respond...
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