Home | James A. Kuxhaus, CFP®

Welcome

Our business is built on a foundation of thoughtful client relationships based on our core beliefs.

When Markets React

When markets shift, experienced investors stick to their strategy.

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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Financial Guidance for Life

Financial Planning

We create strategies that are tailored to your needs and goals.

Planning

Portfolio Management

Years of experience have prepared us to guide you through life's transitions.

Management

Insurance & Estate Planning

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day. Proper estate planning and insurance coverage are critical to security.

Insurance

Resource Center

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

Resources

TRUST MATTERS. ESPECIALLY WHEN IT’S YOUR MONEY.

Have you ever wondered who your financial advisor really works for?

We work strictly for you. We work hard to build a relationship of trust by providing thoughtful, personalized guidance and placing your interests first.

Invest with a knowledgeable financial advisor who’s on your side; someone who truly cares whether your investments are right for you.

Call today for more information or to schedule a consultation.

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James Kuxhaus, CFP<sup>®</sup>  - Financial Advisor, President & Founder

James Kuxhaus, CFP^® - Financial Advisor, President & Founder

"Our business is built on a foundation of thoughtful client relationships."

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