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Mission

At our firm, we have the client—and only the client—in mind.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today. 

From debt management and college savings to retirement and estate planning, these personal finance challenges can seem overwhelming, but they don't have to be.  Our commitment is to utilize all of our resources to help you pursue your goals. 

Our aim is assist our clients in all stages of wealth accumulation.  We help you manage your whole round.  The 'Front9' involves the accumulation of wealth achieved by building a balanced and efficient portfolio.  The distribution phase is your 'Back9' when all of your assets should coordinate together to provide sufficient and sustainable income for a comfortable retirement.  We take a holistic approach to your financial life no matter stage of your round you are in.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment and efforts are focused on you and your success.

Please visit the OnCourse section for a further description of our approach.