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SMARTER PORTFOLIOS

INVESTMENT PORTFOLIOS BUILT BY FINANCIAL PLANNING

Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas -Paul samuelson


Investment Management

We work with clients to design a well-balanced portfolio that reflects their risk profile, time horizon, investment objectives and financial planning goals. We believe in providing a disciplined, diversified strategy that minimizes expenses and focuses on what we can control.  Our aim is not to beat the market or achieve a specific rate of return, but to put clients in the best position possible relative to their goals. If you’re looking for market timing or a hot stock tip, we’re probably not the right fit for you.



Set Your Destination

You tell us where you want to go and we design a strategy based on your goals. We take the analytics and results from your comprehensive financial plan to create investment portfolios specific to your needs.

Build Your Portfolio

The only benchmark that truly matters is your success. We strive every day to work side-by-side with clients and offer them the safest, most efficient path to reach their goals.

Long Term Focus

The greatest threat you face to your investment performance is from you. We aim to be long-term, buy-and-hold investors. We seek to own only investments that will compound in value over the years.









When your financial advisor does their best work, 

your money should grow up to 3% more each year.


(SOURCE:VANGUARD,PUTTING A VALUE ON YOUR VALUE FEB 2019)CLICK HERE TO LEARN MORE



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