We provide comprehensive wealth management services to individuals and families. We are committed to serving our clients as unique partners who require individualized solutions and comprehensive strategies, empowering them to make their own decisions. Above all else, we value the relationships and trust that we build.

FINANCIAL PLANNING

Creating a Comprehensive Financial Plan can help you determine the best course of action in meeting your financial goals. Over the course of a few meetings, we can identify what your goals are, understand your situation, and provide recommendations to help you meet those goals. We also offer ongoing planning and annual meetings to ensure you have everything you need to implement your recommended strategies and stay on track.  

• Cash Flow/Budget Anaysis
• Risk Management and Investment Protection
• Retirement Planning
• Education Planning 
• Multiple Goal Strategizing
• Tax Efficient Investing and Distributions
• Estate Planning 

INVESTMENT MANAGEMENT

We work to understand your many investment needs and utilize timely and appropriate wealth management strategies to pursue both your short and long-term goals. As a fiduciary, we also provide expert, objective and independent advice, putting your needs and best interests first.

• Risk Tolerance 
• Time Horizon Analysis
• Asset Allocation
• investment Research 
• Investment Selection
• Portfolio Review
• Gain/Loss Harvesting
• Rebalancing

HOURLY CONSULTATION

While many clients choose from one of the above financial solutions, we recognize that you may desire more focused or customized support. We are pleased to offer ala carte consultation services. Meeting for an hour or two may be a good match for you if you are facing a financial opportunity or situation that you would like specific recommendations on. Perhaps you would like to strategize a new financial goal or are interested in getting a second opinion on accounts held outside of LPL.