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Overview

Caring professionals with a multigenerational focus

Our professionals concentrate on helping people make wiser financial decisions and become better stewards of their resources. That attitude and approach creates a ripple effect that can provide benefits to multiple generations.

Our mission is to develop a growing team of competent, caring professionals whose work has a positive, multigenerational impact on families, businesses, and charitable institutions. We begin our process by listening carefully to each client’s aspirations and dreams, because our role is to provide the counsel and strategies that help our clients succeed in reaching their goals.

We share the belief that basing financial decisions on traditional needs-based approaches is inadequate. Instead, we base our recommendations on economic realities that focus on lifetime value and maximum protection for assets and income streams. This approach allows us to deliver real answers and real strategies that provide long-term security, benefit multiple generations, and serve charitable objectives.

Our multigenerational focus may be unusual in today’s financial marketplace, but we believe that it is sensible and practical. After all, most people don’t invest decades in a profession, a business, or a career to satisfy short-term needs. They sacrifice today to create security and opportunities for their children and grandchildren, and to support the organizations and causes that are near to their hearts.

As our team of financial professionals has grown, we’re proud to have attracted men and women who understand our approach, and who begin every client relationship with the goal of providing sound financial guidance for decades. We work as a team with mutual respect and trust, drawing specialized experience from each of our colleagues to ensure that we appropriately address each client’s unique situation.

Our approach may involve more work and take more time, but both we and our clients have found that it is ultimately more successful -- and more satisfying. We welcome the opportunity to help you reach your goals.