We build long-term relationships with individuals, families and institutions to explore, clarify and achieve their financial goals and dreams. These strong relationships are based on mutual trust and respect. Our mission is to grow and manage our client’s wealth and quality of life through the use of innovative custom strategies and dedicated client service.
Lifestyle
Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters looks at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
What to Do When You Lose Your Wallet
There are things you can do to keep yourself safe when you lose your wallet.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Acres of Diamonds
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Saving on Fitness Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
View all articles
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
View all calculators
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
View all presentations
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Let's Chat
It’s never a bad time to speak with your financial advisor about changes in your situation.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Acres of Diamonds
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Suddenly Single: 3 Steps to Take Now
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.