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Time-Tested. Trusted. Thoughtful.


As a Registered Investment Advisory firm, we provide sound investment management services, retirement planning and financial advice.

We believe in building respectful, courteous relationships with our clients, and work with people who want quality service with a personal touch. From individual investors, to families, to those building a solid retirement plan, we’re here to help.


It’s a partnership. Designed to stand the test of time.