About Us

Our mission is to help individuals and families, foundations, and institutions realize their financial goals.  

For individuals and families, we offer counsel in the areas of:

• Financial Goal Setting
• Cash Management
• Retirement Planning
• Investment Planning
• Estate Planning
• Insurance Planning
• Tax Planning
• Business management
• Estate / Trust Administration

For foundations and institutions, we offer counsel in the areas of:

• Fiduciary Duty
• Asset Allocation
• Investment Selection
• Investment Implementation

Our clients include individuals, families, corporate executives, business owners, medical professionals, retirees, qualified retirement plans, associations, and charitable organizations.  We have been serving families since 1974 and non-profits since 1994. 

We take great pride in our work and are pleased to have maintained many long-term relationships with clients.