Professional Fiduciary Asset Management for High Net Worth Individuals, Families, and Small Businesses.

Providing fee-based services, custom tailored to your specific situation with the trust and security of a legal fiduciary.

Areas of specialty include:

Financial Planning, comprehensive or issue only

Investment Management

Cash Flow Analysis

Estate and Tax Planning

Special Needs Issues

Planned Giving/Philanthropy

Endowment Management

Trustee Services

Company Retirement Plans (401k, 403b)

Inheritance, Windfalls, Settlements

Retirement and Lump Sum Asset Management

Wealth Management

Protection Advice

Specialties Include:

Asset Allocation, Modern Portfolio Theory. Certified Small Business Advisor.