350 Mission Street SE, Suite 102
At our firm, we have the client—and only the client—in mind.
To guide individuals and their families, small businesses & non-profits in making sound financial decisions so they can spend their time doing the things they care about most.
For our clients to have the guidance, knowledge and confidence to live without fear of what may happen in their financial lives.
We understand the challenges that families face today.
From managing debt, to saving for college, to retirement and estate planning, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We do so through close-knit working relationships and prudent, comprehensive & specifically tailored wealth management strategies. We work very closely with other professionals such as your CPA or tax preparer and estate planning attorneys to ensure you have the appropriate guidance for your life planning needs.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.