We believe that our clients have the right to know:  what they own, what they are paying, and how our firm is compensated.  The choice to entrust their financial goals and life's dreams to our firm will be honored with integrity and confidentiality. 


We are independent in structure, thought and action.  We have no sales quotas, no sales managers and no product inventory.  Our firm exists to serve one entity:  the client.


We seek to form collaborative, multi-generational relationships with our clients.  Given the depth of these relationships, and the services we offer, we intentionally limit the number of clients with whom we work.  We do not attempt to be all things to all people.