Who We Are

We’re the people who look you in the eye and pay attention when you share what’s important. Our business is built on ascertaining and understanding where you are coming from before we make a single recommendation. Our comprehensive solutions will be presented in ways you can clearly understand, with compassion and respect. Our practice is focused on income planning for families approaching or in retirement. With a primary emphasis on rising dividend stocks and various income strategies, we can help you feel confident about living the life you want now and in the future. We also consider estate planning issues central to a well-protected portfolio.

Our investment advice is independent; we accept no financial support from product companies. We manage accounts at the individual, one-on-one level. You’ll have direct access to the people guiding your financial future including in-house portfolio managers you will know personally. When you call during business hours, you’ll speak to a dedicated team member, never a recording or voice mail. Earning your trust is essential, we’re proud of the many long-term relationships we have nurtured.