Together, our shared mission is to be your trusted advisors on major financial decisions. We strive to help you achieve the lifestyle you desire and live by our moto “we sleep well when our clients sleep well”.
As a multi-generational team of financial advisors, we work with a limited number of clients nearing, transitioning, or in retirement. What we do for our clients is help them gain clarity and confidence in their financial lives. We aim to accomplish this by building a tailored plan designed to meet their needs while reducing risk to the point of success.
By bringing more than 20 years of combined financial services experience, we serve as stewards to your wealth. Mike specializes in investment management which includes portfolio construction, review, and revision. John brings a comprehensive approach to wealth management which allows clients to look at the big picture and make educated decisions on the allocation and coordination of their financial resources.
Because your financial situation may at times be complex, we have a dedicated team of wealth specialists which can work in conjunction with your external professionals such as certified public accountants, attorneys and insurance specialists.