My firm provides a full range of wealth management services with expertise in serving the ultra high net worth market and bringing those custom solutions to the mass affluent investor.
We are an independent firm of experienced investment professionals with a passion for delivering the highest level of consulting to manage our clients’ entire financial picture. It is our belief that each investor should have access to an array of personalized transparent solutions versus being confined to mutual funds. With decades of financial services expertise, we craft a custom investment strategy for each of our clients that lets them rest easy.
Our team of experts will work on your behalf to implement and review your plans on a regular basis. We will earn your trust by consistently providing excellence in advice and by helping you achieve the financial stability you desire.
In 1971, I found my calling: to serve Main Street Americans with my vast knowledge in investing to help them achieve their financial goals and dreams.
I began my career working locally in financial services when there were more sheep than people. After marrying my beautiful wife, Marta, and admiring how she helped so many individuals serving as a psychologist, I saw that I too could make a difference. In 1998, I became an independent financial advisor, offering my clients financial solutions that work best for their needs.
My wife and I raised three incredible children while serving the community and now enjoy our five granddaughters, two cats and time on the golf course.
People that know me well describe me as honest and conscientious. A man of my word. Down to earth. I look forward to getting to know your family and helping you with your financial future.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Gaining a better understanding of municipal bonds makes more sense than ever.
When you’re married and have children, insurance needs will be different.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Couples may be able to head off many of the problems in a marriage that money can cause.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your capital gains tax.
Estimate the total cost in today's dollars of various mortgage alternatives.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much you have the potential to earn during your working years.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
What if instead of buying that home, you invested that money?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Here are five facts about Social Security that might surprise you.
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Estate conservation is too important to put off. Do you have a smart exit strategy?