Broker Check

Our Foundation

Our Mission

is to help people:

  • in their pursuit of Happiness,
  • in their pursuit of a Worry-Free Retirement,
  • and in their pursuit of a deeper Awareness
  • and understanding of those who are, and that which is
  • most meaningful and important in their lives.

Our Service

  • We strive to provide people with outstanding service
  • that is based in compassion and integrity.
  • We also strive to provide people with above average returns and
  • below average risk,
  • while utilizing financial strategies that are suitable in helping
  • them achieve their personal financial goals.

Our Motto

  • is to practice “Service Above Self”.
  • In all cases we place our client’s welfare above our own.

Our Philosophy

  • is to maintain an Open Mind and Humility, as we engage in
  • teamwork and partnership and mutual respect......
  • with our clients and with the Financial Institutions and Portfolio
  • Managers who we select to support our efforts......
  • in achieving our Mission, our Service and our Motto.

Our Clients

  • The majority of the people who choose to work with us are
  • philanthropic by nature, mindful of Human Capital, and
  • appreciative of community, the arts, nature and horses.
  • Furthermore, they prefer investments that are focused on
  • Environmental Consciousness and Socially Responsible pursuits.


December 1, 2017