Our Approach

Financial Advisor meeting with Clients, shaking hands with the male clientFrom the moment we make contact, we are here to serve you.  We will sit down and truly listen to your short- and long-term goals and build a personalized portfolio that reflects your needs and your risk tolerance.

We understand how important your wealth is to you.  Taking a balanced approach to investing, we generally divide your investments between equities and fixed income securities in an effort to mitigate risk, while seeking to generate growth for the long term.  As the markets inevitably fluctuate, we will remain vigilant and, with your consent, adjust your allocation when appropriate.