What makes us unique?

• Independent employee-owned Registered Investment Advisor

• Fiduciary responsibility that requires advisors to act in the best interest of clients

• Conservative, disciplined and long-term investment approach

• Transparent, all-inclusive and competitive management fees

• Personalized and actively managed client portfolios without the use of products, third-party managers or pooled funds

• Multi-generational clients as a result of a proven track record of success

• 5th generation of investment advisors providing business continuity