We are committed to your financial peace of mind...

As a Registered Investment Advisor, we manage assets using a conservative investment strategy that aims to protect your profits and select companies whose stock price is increasing in value at an accelerating rate.

As a CPA Financial Planner, we help you to transition into the future intelligently, possibly reducing your tax bill in the process.

The unique marriage of these two professions offers you a rare opportunity to engage the services of a firm that aims to invest your money successfully and also understands the tax ramifications of your investment activities. Both of these advantages are offered within a financial plan tailored to your own specific requirements.