Grow and preserve your legacy with a team focused on your success
Our Investment & Financial Planning Services
We provide Investment Management and Financial Planning services to select individuals, families, and business owners. We focus on understanding your personal goals — where you want to go in life and what you want to pursue. We help you make more informed decisions about your finances and provide practical insights to build and preserve your hard-earned assets.
Time-tested, common-sense strategies that propel you toward your goals
A detailed planning process is the best way to establish financial independence. Once we get to know you, we can develop a dynamic plan that will work to help meet your needs and goals while adjusting for changes in your professional and personal life down the road.
We’re here to make your life easier, relieving you of the burden of financial decision-making and helping you navigate the complexities that wealth brings.
Our mission is to execute an inspiring financial strategy to achieve your goals, giving you the confidence and knowledge needed to ensure a secure financial future.
Working with you to clearly understand your priorities for your and your family’s future, we’ll help you create a strategy that’s flexible and comprehensive, merging your personal, financial and philanthropic objectives.
- Retirement Goal Setting
- Cash Flow Management
- RMD’s & Withdrawal Strategies
- Social Security Analysis
- Annuities and Pensions
- Establish Wealth Transfer Strategy
- Review Wills
- Review Advanced Med Directives
- Power of Attorney Review
- Review of Trusts
- Review Beneficiaries
- Life Insurance Analysis
- Disability Analysis
- Long Term Care Analysis
- Property & Casualty Review
- FSA & HSA Strategies
- Tax Planning Strategies
- Review Tax Return
- Tax Sensitive Investing
- Tax Harvesting
- Roth Conversions
- Withholding Strategies
Assistance to Loved Ones
- Explore Charitable Giving Strategies
- College Planning and 529 Plans
- Custodial Accounts for Minors
- Caring for Elderly
- Legacy Planning
Learn more about Our Planning Process and Contact Us to discuss how we can craft a customized plan to help you work to achieve your financial goals.
Tim and Greg collaborate daily to discuss current market trends, investment outlook, portfolio construction, implementation and issues top of mind for our clients.
We are full cycle, global macro, risk aware portfolio managers. We build true multi-asset portfolios, utilizing quantitative risk management tools to try to minimize large drawdowns while taking advantage of upside opportunities.
We help our clients preserve and protect their hard-earned savings by using a quantitative, global macro, risk management process. This process was created and refined through our over 58 years of combined market experience and is designed to help our clients increase the possibility of achieving their portfolio return goals while attempting to reduce large drawdowns along the way. While no process is perfect, our commitment to our clients is consistent application and relentless refinement of that process.
How is our Investment Process different?
To be successful at investing you must protect against large losses of capital to improve compounding and achieve consistent capital growth.
We believe preserving capital to unleash the power of compounding is the most important element of a successful investment approach.
We build outcome-oriented solutions for our clients. We don’t focus on beating the markets every minute of every day, but instead aim to grow capital consistently over time.
The following factors are considered when building portfolios:
- Your Goals and Objectives
- Time Horizon
- Liquidity Requirements
- Income Needs
- Tax Considerations
- Risk Tolerance
- Account Size
- Current Market Conditions
- Performance Expectations
- Your Personal Values
- Other Investments