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Wealth Management with Integrity

Honest, reliable and fair in everything we do.

A CEFEX Certified Fiduciary

We have a duty of good faith, care and loyalty to our client’s best interest.

INDEPENDENT FINANCIAL PLANNING

Our independence, transparency, and objectivity set us apart.

CEFEX

Fiduciary

Commission Free

Our Services

Individuals and Families

You deserve a partner who is focused on your goals and aspirations to help you bring intention to you and your family’s financial life. Our services span from investment management to financial planning, but one thing stays the same: we are focused on you.

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"The stock market serves as a relocation center at which money is moved from the active to the patient."

- Warren Buffett

"The important thing about an investment philosophy is that you have one you can stick with."

-  David Booth

Our Services

For Institutions and Non Profits

You deserve a partner who is aligned with your mission and dedicated to helping you grow your bottom line and your impact.

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"Wall Street’s favorite scam is pretending luck is skill."

-  Ron Ross

"Short-term clients look for gurus. Long-term clients want sages. There are no gurus."

- Harold Evensky

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