We formulate your portfolio with you in mind. We are not beholden to any external institution, making us free to choose from the broadest range of
investments and apply these choice to provide you,
the investor, with a customized
We are located near you. We use flexible office systems allowing us
to meet with each client in closer proximity to their home and/or
office. We are open weekdays and on the weekends.
We offer flexible hours of operations,
design to fit your schedule.
We provide both financial and legal advice. Unlike other wealth advisers,
our financial counsel is provided by an attorney, ensuring that our
clients are well informed, not only about their finances , but
also about any/all legal implications associated with
their investment. This level of expertise has proven
itself to be quite helpful when dealing with
small business owners.
We ensure that our fee structure is affordable to both individuals and small businesses. We work with our clients to understand their financial
situation, and we do everything possible to reduce their costs.
We outline our fees, ensuring that our clients understand
the costs associated with our services. We openly,
and happily compare our fee schedules to similarly
positioned financial advisors.