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Families & Indivduals

The business of "you"

The business of "you"

We want to help guide you toward positive outcomes that bring fulfillment to years of hard work. The way we see it, the health of your wealth requires ongoing attention to key ingredients that can determine the quality and stability of your lifestyle going forward.

 We are longtime students of the investment markets and believe in modern portfolio theory. This entails diversifying your portfolio across asset classes, based on the firm’s research, our expertise, and external sources. We help clients benefit from upward momentum in the markets and a reliable stream of income that can last a lifetime.

 Beyond investments, we can examine your liabilities and use of credit. To help ensure that your strategy is firing on all cylinders, we consider wealth transfer, tax-minimization, and estate planning strategies that align with and streamline the efforts of your CPA and attorney.

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