The relationships we share with our clients is the core of our business. We are dedicated to building and maintaining long lasting relationships with our clients that go beyond the value we provide them. We help our clients manage life events and achieve their goals through custom strategies, planning and coaching. We focus on their overall financial wellness with proactive planning so they can sleep through all storms that may come to protect and grow personal wealth. We strive to be viewed as the financial quarterback of our clients lives allowing them to stay focused on what they most enjoy.
Our core services are financial planning and investment management, but we also offer tax prep & planning and insurance.
We proudly specialize in Divorce Financial Planning. For us, it’s personal - not just another service. Along with our founder Scott, many of our clients are either currently going through a divorce or have already come through this challenging life event. It is our goal to make the process as painless as possible and ensure all of the bases are covered before final dissolution of a marriage.
American Portfolios is our independent Broker Dealer/RIA. They’re a firm we're proud to be affiliated with and a great platform for our clients. American Portfolios is family oriented and their values align with ours.
Lastly, we believe everyone has a social responsibility to positively impact their community and the world we live in. It is our social responsibility to not only help causes we believe in, but helping people proactively plan their financial lives is a responsibility. We must live the values we believe, in all aspects of our lives including our finances.