16 Mason Avenue
Supporting Local Business In a Crisis
Retiring in a Post-Pandemic World
Dreaming Up an Active Retirement
"Getting YOU the answers to your most important Financial Questions"
Are you looking forward to retirement? Are you really prepared for what lies ahead? Our complimentary ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."
Our team has developed and refined a process that puts all the pieces of the financial puzzle together to help our clients accumulate, protect, and enjoy wealth, so that they can spend more time doing what they enjoy and less doing what they don’t.
Using a sailboat analogy, It is not which direction the wind is blowing because we can’t control the wind, but we can control how your sail is set. Although we can’t control what the markets are going to do, we can control how you are positioned financially.
Getting you the answers to your most important financial questions, with advisors that are operating under a Fiduciary Capacity.
We intentionally work with a select group of terrific clients who are looking for an advisor that provides a relationship driven approach to financial solutions; a fiduciary who puts their clients interests and needs before their own, and who is there every step of the way throughout their financial journey..
If you are looking for a transactional advisor who works on a commission only basis then we are not the firm for you. We don't strive to be all things to all people, but rather all things to some people.
Our goal quite frankly is to provide 5 star service to the select clients we serve, and we don’t dilute or sacrifice the client relationship under any circumstances.
We have an initial fit meeting process that we employ to make sure it makes sense for both parties and that our areas of expertise align with what the client is looking to accomplish. During this initial meeting there are no commitments made on either side, as the goal during this meeting is to see if a working relationship makes sense.
If you or someone you know might be interested in this type of relationship, please contact us to set up a fit meeting with no commitments on either side to see if a working advisory relationship makes sense.