Specialties
In addition to the services we provide to individual and families, we also provide investment services to Family Foundations and Non-Profits. Today's economic and investment climate offers unprecedented opportunities. To take advantage of them, you need the flexibility and experience of a team approach. From developing realistic goals and time frames, to creating a strategy for implementing a sound financial approach, to making adjustments along the way, our firm stands ready to serve you. We work hard at developing enduring, long-term relationships with people we have come to know and care about; people who have placed their trust in our experience and dedication.