Turning your Hopes & Dreams into reality

Your future starts here

Our approach to working with clients starts with financial planning. Specifically, you can expect to experience the following approach when working with us: 

Getting to know you

Are we the right advisor for you? And are you the right client for us? Our initial conversations will focus on who you are as a person and what you are trying to accomplish. We look for people who are open and honest about their situation. Who truly want help changing the path they are on or want to make sure they are doing everything they can do to accomplish their goals. We will talk about what obstacles you fear might be standing in your way and keeping you up at night. 

Creating your plan

We take full advantage of Will being a CERTIFIED FINANCIAL PLANNER to develop a financial plan with tangible recommendations for helping achieve what’s most important to you and your family. We focus first on immediate goals but always keep longer-term objectives in mind. Your plan will give you an idea of where you stand compared to what you hope to achieve someday. 

Investing your assets

Your plan includes a customized asset allocation for each of the goals you prioritized. Our due diligence in this area is exhaustive as we seek managers capable of providing superior returns without what we believe to be excessive risk. As your life and goals change, we will adjust your allocation appropriately.  

Developing strategies beyond your financial plan

Investments are only one aspect of your plan. Depending on the needs it uncovers, we may work with attorneys, accountants and other professionals in such disciplines as trusts, lending and insurance to address such issues as planning your estate, restructuring debt and protecting your family from unforeseen circumstances. 

Portfolio & Financial plan review

  • Financial Plan & Investment Portfolio Review
  • Performance & Investment Review Via Telephone
  • Insurance & Long Term Care Needs Assessment
  • Coordination with Other Advisors: CPA, Attorney, Insurance
  • Beneficiary Review & Updates

Client focused services

  • “Second Opinion” Proposal Service
  • Black Diamond-Online Account Access Mobile App
  • E-Delivery of all correspondence
  • College Planning Analysis: College Specific or State Averages
  • Benefit and Open Enrollment Reivew

Services offered

  • Advice & Planning- Financial Planning, Education Planning, Wealth Management Process, Tax Management
  • Retirement-Income Planning for Retirement; Advice on your Company Plan; Job Transition Planning
  • Banking-Cash Management
  • Estate Planning Services-Charitable Giving; Insurance; Philanthropic Giving; Trusts
  • Investments-Concentrated Stock; Equity & Fixed Income Strategies; Managed Account Programs

Planning based services

  • Money Guide Pro-Financial Planning
  • Retirement Income Planning
  • Budget Analysis
  • Business Coaching & Planning


  • Invitations to Client Appreciation & Educational Events


  • Touch Base Calls by Financial Advisor in non-review months.
  • Inquiries responded to within 24 hours. 

Wealth management or wealth planning. We’re here to help.