We offer comprehensive wealth management to individuals and their families. These services include financial planning, investment planning, risk mitigation, and other services. We can help you figure out where you are in your financial life and make a plan for where you want to be.


We offer retirement plan consulting for small and midsize businesses. Providing retirement plan benefits can help businesses of any size retain staff and help participants plan for the day when they retire. We will help you select the plan type and vendors most suitable to your business, and develop investment strategies easily understood by plan participants.


We will help you invest your assets such that you are able to meet your fiduciary obligations (as we are also fiduciaries), while also ensuring that your investment returns help you meet your stated goals and support your mission.

Regardless of what services you seek, your tax or legal status, we will be your collaborative partner in your financial future. We take our obligations as fiduciaries very seriously. Our only goal is to help you and be your trusted resource.

In addition to ongoing, comprehensive service, we are able to undertake any project to help you achieve your financial goals.