About Us

Our closely held company has a 40 year tradition of creative excellence in services and performance. The associated, controlling and managing interests bring disciplined and expert advice and execution to the development of strategies and opportunities to create and utilize true wealth.  There is no cookie-cutter approach - rather the circumstance and goals of each client drive the startegies and planning solutions for every individual client. We meet personally with every client at leas two [2] times per calendar year to update any changes in circumstance or goals. Associated enterprises provide specific legal, tax, accouinting, planning and investment direction.  We achieve superier performance results whereby our fees may be perfoemance guaranteed.