Our Firm

Building for the Future, Enjoying the Present

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We are a family-owned and operated firm, and are very engaged in our community.  We are fiercely independent, and committed to working for our clients, not for a corporation. 

We serve a wide variety of individuals and organizations, and we use the financial planning process to help them define, realize, and protect their financial goals. 

We strive to educate our clients so that they can feel empowered to make the best decisions to help them achieve the life they want, and to be comfortable explaining why the course we choose is in their best interests. 

Through our various partnerships, we make sure that our clients have access to highly respected strategies traditionally associated with Wall Street banks or large insurance companies.  We can combine world-class research, investment, and insurance options with a real person sitting at the table with you, helping you succeed in your endeavors. 

 

We have chosen to partner with a national Registered Investment Adviser–broker/dealer, Commonwealth Financial Network®. Commonwealth has a vast infrastructure that is built around doing whatever it takes to deliver everything advisors need to serve their clients. The firm’s always–expanding resources help ensure that we can deliver the best possible guidance and the prompt, personal service you expect and deserve.

  • Investment choice. Commonwealth provides us with an open investment platform, which gives us access to the complete universe of solutions from which to recommend the best choices for you based on your financial objectives, personal investment style, and risk tolerance.
  • Breadth of expertise. Dozens of experts in estate planning, taxation, risk management, business planning, charitable giving, and retirement planning are available to consult with us to ensure that the recommendations we make are the right ones for your financial situation.
  • Service. The firm’s advisor-to-staff ratio is one of the best in the industry. This means that staff members attend to us promptly, execute transactions quickly and accurately, and, in general, offer first-class service to help us provide the same to you.
  • Technology. Commonwealth’s secure, web-based platform allows us to efficiently and easily manage all aspects of your financial life and offer you easy access to your accounts through our website.
  • Access to top management. Commonwealth’s business model and corporate culture allow us open access to the firm’s 13 managing partners, who have an average tenure of more than 24 years and a hands-on approach to day-to-day operations. The availability of this depth of knowledge translates directly into better, faster, more informed decisions for you.