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Individual Investors

Our clients progress through a systematic three-step approach focused on prudently governing investments, establishing a formal retirement plan, and then coordinating a fully integrated wealth management solution. 

Prudent Investment Management

Over several decades we have developed a wide range of fee-based investment management solutions providing a great range of opportunities for investors who want to prudently govern their wealth.  

  • Cost conscious strategies using exchange traded funds. 
  • Separately managed accounts, unified managed accounts, and individually managed accounts.
  • Self directed brokerage account management.  
  • Socially Responsible and Values Based strategies. 
  • Tax efficient and tax managed solutions. 
  • A fiduciary standard of care free from conflicts of interest. 
  • Monthly statements, quarterly performance reports, and annual reviews.
  • Private Wealth Services for high net worth investors 

Retirement Planning 

Since 1998, we have offered complementary retirement planning support to ensure all of our advisory clients maintain essential financial organization. Planning support is facilitated through cutting-edge web-based technology that allows us to continuously supervise personal planning goals.  (learn more) 

Wealth Management 

Once a formal retirement plan is established, our planning support expands to incorporate college and estate planning goals as well as risk management needs.