Our regulatory compliance mandate requires us to serve as fiduciaries when providing planning and investment advisory services. The motto "do the right thing" embodies all our actions.
The financial services industry is a dynamic and ever-changing industry. Therefore, we support and encourage our advisors in various continuing education initiatives. We prioritize, promote, and underwrite the costs for our advisors to obtain the industry's most recognized professional designations.
Our advisors and staff are caring, competent, and creative. We embrace a team philosophy and value the opportunity to work closely with your attorneys, accountants, and other professionals. Referrals are available upon request.
We believe that faith, family, and friendship are the foundations upon which material wealth can then be built.