Wealth Management and Retirement Specialist
Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We are an independent investment team with no proprietary investments or research. Being independent allows our financial advisors to work with a wide variety of quality companies to accomodate the needs of each individual investor.
We are a dedicated team of skilled professionals solely focused on serving our clients needs as efficiently as possible. For example, you know how many people are concerned about enjoying their nest egg in retirement while preserving some assets for future generations? Well, what we strive to do is show investors ways to grow assets before retirement, balance income and growth during their retirement years, and still set aside a portion of their portfolio for their children and grand children.
We are here to help educate you about the basic concepts pertaining to investments and financial management; to help you learn a little more about who we are and how we can better help you achieve your goals; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.