Our firm provides two levels of service: wealth management, which integrates comprehensive financial planning with customized portfolio management; or portfolio management as a stand-alone service.

Wealth Management. 
This is our most comprehensive service, integrating a client’s personal financial planning goals with portfolio management tailored to that client’s unique needs.  This approach enables us to help our clients achieve their long-term financial goals with the least amount of risk.

Portfolio Management. 
This service is primarily for fiduciary investors (i.e. trusts and foundations) and includes the design, implementation, and on-going management of financial assets.  It is also available for individuals and families who choose not to have a comprehensive financial plan prepared initially.