Growing wealth, growing relationships since 1998
We have an often-stated mantra around the office: “Stay the course.”
Our investment approach aims to help you create long-term wealth, over time. That same future-looking attitude also informs how much we invest in knowing each and every client.
We build genuine, loyal relationships that create comfort, let us provide highly personalized service, and help us simply enjoy working together.
Commitment to conversations
Our first step: get to know your unique life goals, risk tolerance, personality and more. Do you want to provide for your childrens’ future? Leave money to charity? Fund your retirement?
We’ll have several conversations that help us build trust and mutual understanding, because they are the foundation of our work with you.
An investment approach, based completely on you
We’ll create your specific investment strategy based on everything we learn about you. Whatever mix of investments we choose, we have strict standards that have served our clients well.
When it comes to stock, we usually invest in a combination of established leading companies as well as newer companies that have the potential to gain value and market share. For mutual funds, we select ones with reasonable fees and superior historical performance compared to similar types of funds.
We may use bonds to preserve principal, generate income, and reduce your portfolio’s volatility.
An accessible, full-service team
Everything about your portfolio is handled in-house by us—from the advice to actual trades. Contact us any time you want to discuss your investments or make any changes and updates. It’s that simple.
We encourage you to ask questions and make requests. Would you like your reports done a certain way? Do you want to discuss something that just happened in the markets?
Our clients think of us as friends and neighbors, which is one reason we love our jobs so much. We are ingrained in our local community and have happily given clients requested recommendations on everything from local lawn care services to travel agents.
Extra services for your full financial picture
To help you integrate your portfolio with the other areas of your financial life, we also offer services like income tax planning and advice on 401(k) plans.