Our Mission
Our Process for building wealth rests upon 3 underlying foundations. These are.....
An investment program must be based upon common sense, not fads, hype, or hot tips. Building a strategy needs to be done in context of both risk and reward, because for investors to be successful, they must stay in the game over the long run.
A solid investment program is not successful if income tax considerations are not factored into the equation. Building of wealth occurs after Uncle Sam is paid. For that reason one must be ever vigilant to the tax effects of ones investments.
Maximizing investment returns and minimizing income taxes are often not enough. A successful wealth building endeavor should be a "multi-generational process". We believe that your loved ones, or the causes you feel strongly about, should be the beneficiaries of your life's work, not the government. As your financial advisors, we work closely with your estate attorney to ensure an integrated approach. An approach suited to fit into your values and answer your concerns.