Broker Check

Our Practice

Investment Management

  • Value-oriented investment philosophy and strategies
  • Customized asset allocation and portfolio construction in individual securities
  • Transparent fees
  • Tax-efficient investing
  • Managing concentrated equity holdings

Wealth Management

  • Estate Plan Review and Trust Analysis
  • Life Insurance and Annuity Reviews
  • Income Tax Return Analysis
  • Charitable Giving Techniques
  • Securities Based Lending Programs

Financial Planning

  • Goal Based Financial Planning
  • Retirement Planning and cash flow analysis
  • College Financial Planning
  • Social Security and Medicare Analysis

Relationship Management and Private Client Services

  • Collaboration with Your Professional Team - Accountants and Attorneys
  • Orchestrate Family Wealth Needs
  • Guidance and advising on significant purchases and other financial transitions

Why Everyone Should Have an Estate Plan

What is Wealth Management?

How to Maximize the Impact of Your Charitable Giving

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  859-815-6802