Our Mission:
“Helping You Create Harmony By Fusing Your Life And Wealth” is central to every thought we have on our clients’ behalf and backs every interaction we have with them. Harmony is such a powerful and beautiful word, we chose it on purpose and when we mention our motto to clients and future clients, we mean it. We do all this for our clients because it’s “extra”, they deserve it, and we care about them and their success.

Timely Expertise And Custom Client Experience:
We try VERY hard and fight like CRAZY to make sure we provide our clients with relevant, balanced, accurate and fresh information in every interaction we have with them. Our three wealth managers are constantly reading and consuming media to refine their opinion of what is going on in the world, be it stock market, the economy, business, geopolitics and more. We spend every day sharing this information, and it is constantly refined as our opinion or wisdom of the day changes with the news. This information share occurs with clients we interact with over the phone and in person. EACH of our clients receives their own version of our opinions and best thinking with recommendations and portfolios customized to their unique situation as we interact with them. While this is a lot of effort, we do it all to provide clarity, confidence, and with the goal to provide peace of mind that helps our clients cut through the noisy, and often murky, nonsensical news so many media outlets often spew. These custom interactions create a one-on-one experience for our clients demonstrating that we “truly know them” and we believe this really sets us apart in the financial industry, in that we're the ones helping to create all of this by hand for our clients, nothing is being passed down from the mother ship.

Weekly Hot Topics Newsletter:
At the end of every week, we compile this information and our opinions with what seems to be hitting home the most in our client conversations. We then create a list of “hot topics of the week” and share it as a comprehensive and easy to read newsletter of what our clients are most interested in hearing. We do the newsletter to have our written thoughts be a constantly accessible beacon of wisdom in our clients’ lives and to allow us to share our best thinking with those clients we didn’t get to directly interact with during the week.

Sign Up For And Share Our Weekly Newsletter:
With all the uncertainty, angst, confusion and misleading information out there, our goal is to help as many people as we can by combining our weekly thoughts and weekly notes with the regular phone calls and in person meetings our clients are used to and value so much. If there is anyone in your life that could benefit from talking with us or by receiving our weekly notes please feel free to connect us or forward our notes on. If someone is important to you then they’re important to us.

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