Discover. Analyze. Implement

Over the past two decades, we have developed a client-centric process that focuses on addressing your short- and long-term goals. We meet with you to discover your current situation, your risk tolerance and what you hope to achieve. Next we analyze your needs to recommend specific solutions and develop a strategy that puts you on the right path. Once you are confident with the plan we propose, we implement your plan.

The final step of the process is the most important, as we work with you to monitor and review your plan, helping ensure that your needs are being met as your life unfolds and your priorities change. This includes apprising you of opportunities that accompany market upswings and recommending alternate strategies to address downside risks.

Discovery & Analysis

We gather information and analyze your current financial situation, including income, taxes, investments and insurance. We identify specific areas that need to be addressed to accomplish your goals. We also thoroughly discuss the risk/reward characteristics of different asset classes and their contribution to overall portfolio asset allocation.


We make specific recommendations aligned with your goals to help you overcome any current challenges and recommend the optimal blend of investments for your objectives.


We work to ensure the proper allocation of your assets. We will also coordinate the services of other professionals (such as your attorney and accountant) as needed to help implement your overall financial plan.


We conduct regular periodic reviews to measure your progress against your goals and make revisions as warranted by market, economic or lifestyle changes.

* No investment strategy assures success or guarantees protection against a loss.  Investing involves risk including loss of principal.