The road to financial flexibility.
Helping individuals attain financial success by building a lifetime relationship based on mutual respect and trust.
We are independent from banks, brokers and life insurance companies. As a fiduciary, we put client needs first. Our clients have chosen to work with us because they trust us to achieve their financial goals.
Our philosophy is to achieve client investment objectives using a professionally managed, customized investment program. We structure each portfolio based on a client’s financial circumstances—both now and in the future.
At the end of last year, the economic and financial market outlook appeared bright. The Covid crisis was ebbing after several fits and starts and the variant-forced vacations for workers was coming to an end. Employment was on the rise bringing the unemployment rate down to 3.6% not bad, given the recession of 2020 pushed that rate over 14%.