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 trusted advisor.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach 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

 

Tax Services

Tax planning takes into consideration the tax implications for individual, investment or business decisions. The general goal is to minimize tax liability. While decisions are rarely made only on the basis of tax impact, applying a working knowledge of income or estate tax issues is important in the decision-making process.
 

Investment Services

In today’s world, there are common needs and desires people seek to accomplish—improving cash flow, for example. To protect their ability to earn and accumulate wealth, many people choose to hold insurance, as well as maintaining an emergency reserve fund.
 

Advice and Consulting

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.

Our Team

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

Contact Us

Blogs

Why Sticking to a Long-Term Investment Strategy Pays Off in Market Downturns

Ray Thompson |
Categories
Investments
Finance
Risk Management
Watching your portfolio take a hit can be unsettling, but staying focused on the long game is crucial. Even in uncertain times, a long-term strategy helps you navigate market ups and downs more effectively. Here, we’ll explore why market corrections are normal, how understanding historical trends can offer reassurance, and why sticking with your strategy benefits your financial future. Understanding Market Corrections: How Common Are They? Market corrections—typically defined as a drop of 10% or...

5 Damaging Myths About Money Talks & the Facts Behind Them

Ray Thompson |
Categories
Investments
Finance
Lifestyle
Savings
Family
What money topics are the most taboo to talk about? Earnings, debt, inheritance, or net worth? For most of us, many financial topics are simply off-limits. 1 That means that many of us are not discussing money as much as we probably should be. 1 Without those talks, myths about money and financial conversations can get a much stronger grip on our perspective and our financial decisions. That silence may end up stunting our financial...

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Ray Thompson |
Categories
Investments
Tax Planning
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a strategy to potentially reduce some of those taxes? It’s called tax loss harvesting, and while the term might sound complicated, it's actually a fairly simple concept that could save you money. Let’s break it down. What Is Tax Loss Harvesting? Think of your investments like a fruit-bearing tree. Some branches...