Broker Check

Our Mission Statement

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you pursue your goals.

Our Philosophy

Dealing with the market volatility and economic changes throughout the world can be overwhelming. Our disciplined approach of diversified investing and regular ongoing reviews helps our clients maximize return potential. In addition, this helps investors avoid making emotionally based decisions that often cost them unnecessary losses.

Just as each investor is different, we recognize our frequency in contacting you to review your investments should be based on your needs. At a minimum, we will send you an annual letter inviting you to review your goals, risk tolerance, and investment account.

We believe in building a diversified portfolio based on three important criteria:

  • Risk Tolerance
  • Investment Time Frame
  • Financial Objective

Our Service Pledge

We Commit to Providing the Highest Level of Service by:

  • Ensuring that your best interests are well represented, protected, and never compromised.
  • Providing honest, knowledgeable advice to our clients.
  • Communicating with you and keeping you fully informed.
  • Responding promptly to your phone calls and e-mails.
  • Representing you in the same way that we would want to be represented.

Our Core Values


Integrity is doing the right thing, even when no one is watching

- C.S. Lewis


An investment in knowledge pays the best interest

- Benjamin Franklin


Respect your fellow Human Being, treat them fairly, together for a common goal, and help one another ...

- Bill Bradley


Alone we can do so little; Together we can do so much

- Helen Keller

There is no guarantee that a diversified portfolio will enhance overall returns or outperfrom a non-diversified portfolio. Diversification does not protect against market risk. Investing involves risk including loss of principal.

Contact Us

Thank you!