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

Inflation Mismatch – September 2022

by Rich Lawrence | September 9, 2022 | Thoughts
The US stock market was up 7-10% in July only to give up 4% in August with continued selling in early September.     Under...
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Markets Rebound – August 2022

by Rich Lawrence | August 16, 2022 | Thoughts
The US stock market is down 10-15% on a year-to-date basis through July 31, 2022 and remains in “correction” territory.     Markets rebounded in...
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