Broker Check

The Firm

We believe that our client’s goals are dynamic and we have identified three main challenges that serve as road blocks to achieving these goals. By focusing on these three issues, we are able to identify solutions and improve the use and enjoyment of their wealth.

Many of our clients live busy lives and may not be fully aware of problems that arise within their current financial plans. We take pride in our boutique approach of identifying problems and presenting options to avoid a fractured or fragmented plan.    

We understand that nobody likes to miss an opportunity. Opportunities that are spotted can be acted upon and can create better financial outcomes.

Being disorganized can create a sense of uncertainty, which can take a daily toll and lead to procrastination in making important decisions. We work with our clients to develop structure and organization around their financial plans – this gives them a sense of where they are and where they are going.

Over the past 30 years, we have built our firm around identifying and solving these problems for our clients, who include affluent individuals, families and business owners.

Our firm is one of the select owners of Lion Street, making us uniquely positioned within a network of elite industry experts.  This platform provides us with proprietary technology, powerful resources and intellectual capital from specialized financial professionals.