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Mission Statement

Our mission is to provide clients with objective, conflict free advice to help them achieve the best of what matters most. Despite the amount of oversight and regulation in the financial industry, many major financial institution’s primary source of income has shifted towards a product driven and sales oriented approach. Sales managers at these firms viewed their advisor’s clients as a distribution network to sell proprietary (generally higher cost, lower benefit) products. Our goal is to effect strategies and solutions in the best interests of our clients. Our experience as Asset Managers and Financial Planners provides our clients the tools to pursue their financial objectives such as growth, income, legacy or preservation of capital. We focus on understanding your unique circumstances, objectives, time horizon and risk tolerance. This all starts by asking questions and listening to what you want to achieve.