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 with the
       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 

December 1, 2017