Welcome

Welcome…and thank you for taking the time to visit our website.


If you have landed on this page, you have found us in an unusual way. Traditionally, we have grown our business entirely through word of mouth referrals from existing clients. We have consciously chosen to invest in relationships, rather than marketing.  We know that forming a relationship with a wealth manager is not providing glossy literature or touting accolades and recognition: it’s about developing trust and personal chemistry while providing sound long-term guidance that helps our clients to achieve their financial ambitions.  Most importantly, it is not about us – it is about you.


So please, give us a call.  We are happy to explore with you - by phone, Skype, or in person – the potential fit between your situation and aspirations with who we are, what we do, and how we work with our clients. If it makes sense to work together, we will.  If not, we hope we provide some insights that you can apply to your circumstances.  We know we learn something from everyone we meet.

We look forward to meeting you.