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

Proposed U.S. Government Spending and Tax Reform – Washington Gone Wild

by Rich Lawrence | November 5, 2021 | Thoughts
$6.5 trillion of additional federal spending has passed or debated this year.  To put this issue in perspective, the U.S. Federal annual budget was...
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Stock Market Investors Appear Skittish

by Rich Lawrence | October 13, 2021 | Thoughts
The economy and stock markets have exhibited growth not seen in decades.  Gross Domestic Product “GDP” is expected to be up 10% (6-7% excluding...
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