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
Investment Adviser with the U.S. Securities and Exchange Commission in the Our
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
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.
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