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Our Services

We believe that highly personalized service is not only what our clients deserve, but what they should expect when working with an independent fee-based advisor. As part of our highly personalized service, we provide our clients with the following services and product offerings:


  • Objective Review of Products and Services in the Market
  • Exclusive Access to Institutional Programs
  • Development of a Formal Investment Policy Statement Including Setting Goals and Recommending a Portfolio Structure
  • Ongoing Evaluation of Results
  • Responsibility for Managing All Aspects of Your Investments


  • Stocks
  • Bonds
  • Mutual Funds
  • Exchange Traded Funds
  • Unit Investment Trusts
  • Real Estate Investment Trusts
  • Private Debt
  • Private Equity
  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance