Seth in Meeting
  • Attitude of Gratitude

    Attitude of Gratitude

    As we reflect on the previous year, we can’t help but feel thankful. Here are 7…

  • Changes to the Tax Landscape

    Changes to the Tax Landscape

    Enacted in 2017, the Tax Cuts and Jobs Act (TCJA) significantly increased the unified lifetime estate…

  • Conflicting Currents

    Conflicting Currents

    As we begin 2025, we want to note the performance of the S&P 500 over the…

Right-Sized Firm

We provide clients the ideal balance between big and small, striving to provide sophisticated planning and advisory services with an extraordinary level of individual attention.

Financial Advisors that work directly with you.
SMALL ENOUGH

Our approach relies on a deep understanding of our clients’ goals and objectives. We are selective about our continued growth in order to offer each client the high level of individual service that success requires.

stock market charts on computers
LARGE ENOUGH

We receive attention from mutual fund companies and portfolio managers; have access to institutional investments with lower expenses, and have dedicated service representatives at our independent custodian. In addition, our resources allow us to have sophisticated portfolio management and rebalancing software, investment research, and financial planning analysis tools.

Dave, Seth, Brian, Marissa, and Will