• Investment Management
  • Financial Planning
  • Individual Attention

Your Personal CFO

Wealth Management

Our wealth management solution is divided into three distinct practice areas: comprehensive financial planning, custom investment management, and thorough periodic progress review. We employ state of the art, web based technology that allows for online collaboration between you and us, as well as...

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Financial Planning

Financial planning is the set of processes whereby we help you identify your goals, develop a plan of action to help you achieve those goals, and regularly monitor your progress towards those goals. Financial planning is necessary to plan for retirement, children’s education, charitable giving & philanthropy, and for...

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Investment Management

There are 5 key characteristics of our Investment Management process:

  1. Asset Allocation
  2. Open Architecture
  3. Tax-managed Investing
  4. Fundamental & Tactical
  5. Alternative Investments & Hedge Funds
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“Money is to be respected; one of the worst things you can do is handle another person's money without having respect for how hard it was to earn.”

- T. Boone Pickens
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