01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s professional advisor.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to pursue them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Our Services

 

Comprehensive Financial Planning

Here are some of the Financial Planning services we offer: Retirement Life Planning Asset Allocation Modeling Risk Management Tax Management Strategies Insurance Analysis Long-Term Healthcare Issues Charitable Planning Business Succession Planning Estate Planning Strategies Comprehensive Planning...
 

Retirement Planning

Are You Ready to Take Control of Your Retirement? Retirement is one of the most important life events many of us will ever experience. Pursuing a comfortable retirement is an extensive process that takes careful planning and ongoing monitoring throughout every stage of life. Contact Us We believe a...
 

Estate & Legacy Planning

We Believe Education Leads to Confidence. Attaining financial security for you and your heirs typically requires you to accept responsibility for the management of significant investment assets. Whether you are single, married, or a surviving widow, it is in your best interest to obtain as much...

Our Team

We manage assets for individuals and families, providing investment management, and financial planning services.

Blogs

When Vacations Go Wrong: 5 Costly Travel Mistakes & How to Avoid Them

Burke Steele |
Categories
Lifestyle
You can’t control everything when you travel. But you can control what you know, how you get ready to get away, and what you do while you’re vacationing. And if you know these common travel mistakes, you’ll be much better prepared to get away and make it a truly great experience.

5 Time-Tested Investment Strategies to Match Your Financial Mindset

Burke Steele |
Categories
Investments
What makes one investor stick with their strategy through market swings while another panics and pulls out? Often, it comes down to mindset. Your investing mindset can shape how you make decisions, respond to volatility, and pursue financial goals.1 Without a strategy that aligns with that mindset, it’s easy to make impulsive choices or lose sight of your long-term plan. The good news? You don’t have to be a market expert to invest. By understanding...