Welcome

Thank you for your interest in our financial planning and advisory services.  Within in this website you will find detailed information pertaining to our process and services.  You will also find background information on our practice including our client brochure and privacy policy pursuant to our status as a Registered Investment Adviser with the U.S. Securities and Exchange Commission in the Our Firm section. 

Within this section you will also find a sample of the reports that we provide to our clients on an annual or quarterly basis.  The reports detail the performance of the portfolio, compare the performance to appropriate indices and detail the investment activity of the portfolio for the specified time frame.  

Please review this material and let us know if you have any questions.  If, after you review the materials, you are interested in pursuing matters please print and complete the questionnaire and return it to our office with the documents we have listed on the document checklist.  We will review the material and contact you to schedule a time to meet.  There is no cost or obligation associated with an initial meeting.

We look forward to hearing from you and hope that we can be of service to you in the management of your finances.

Please note that a prospective planning client should have an investable net worth of $1,000,000 and/or an annual income of at least $250,000.  We may, in our sole discretion, waive these minimum requirements.