Our Practice

Investment Management

  • Value-oriented investment philosophy and strategies
  • Customized asset allocation and portfolio construction in individual securities
  • Transparent fees
  • Tax-efficient investing
  • Managing concentrated equity holdings 

Wealth Management

  • Estate Plan Review and Trust Analysis
  • Life Insurance and Annuity Reviews
  • Income Tax Return Analysis
  • Charitable Giving Techniques
  • Securities Based Lending Programs

Financial Planning

  • Goal Based Financial Planning
  • Retirement Planning and cash flow analysis
  • College Financial Planning
  • Social Security and Medicare Analysis

Relationship Management and Private Client Services

  • Collaboration with Your Professional Team - accountants and attorneys
  • Orchestrate Family Wealth Needs
  • Guidance and advising on significant purchases and other financial transitions