We are committed to delivering objective investment advice. By investing our money alongside yours, we align our interests with yours. Our approach utilizes a variety of investments, primarily focusing on individual stocks and ETFs.

Our goal is to own great companies, balancing both long-term holdings and short-term opportunities. Using the latest market insight, we build a diversified portfolio that adapts to the only constant - change. Let’s make your money work smarter.

We craft financial plans tailored to your unique path. By analyzing your current situation and helping you define your goals, we create a clear path to enjoy your wealth now and in the future.

Our holistic aproach includes retirment planning, education funding, insurance strategies and estate planning. Let's build a solid foundation together.

We offer tax preparation and planning services to our investment management clients. This synergy allows us to fully understand and account for the tax implications of our investment decisions.

Specializing in individual income tax planning and preparation, we strive to ensure there are no surprises on April 15th. As CPAs, we are dedicated to legally minimizing your tax liabilities and optimizing your financial outcomes.