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.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Learn when it may not make sense to file a claim on your home insurance.
A change in your mindset during retirement may drive changes to your portfolio.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Smart investors take the time to separate emotion from fact.
Are you ready for retirement? Here are five words you should consider.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Recent changes in estate tax laws could affect the strategy you have in place.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
Even low inflation rates can pose a threat to investment returns.