We hope you find this site valuable enough to bookmark it as one of your favorites. 

This site will further your awareness of how our business works and the services we provide. We’ve also made available several analytical research tools for stocks and mutual funds.  From our site you can gather current quotes and news on individual stocks and funds as well as maintain and update your own portfolio. We’ve also made it available for you to send any questions you might have directly through our Web Site. Here you can stay up to date on relevant financial topics through our on-line newsletters.

Our mission is to create and maintain wealth for our clients through long term effective asset management. We build client relationships based on trust, competent professional advice, continual communication and prompt personal service. We will assist our clients in setting financial goals, monitoring these goals and keeping them informed of the process and achievement of these goals.

Thanks for being here. We appreciate your business.