1701 Hermitage Blvd.
An innovative approach to financial planning + wealth management.
As Investment Advisor Representatives, we adhere to a fiduciary standard of care, with a professional and ethical obligation to put the interests of our clients first.
Fee-based advice on every aspect of your financial life. Utilizing the technology of eMoney to review, track and plan based on each client’s unique priorities.
The freedom to create tailored investment portfolios that are fee-based.
Connecting clients with a team of professionals such as an attorney, CPA, insurance agent, etc.
The Real Cost of a Vacation Home
Retirement Traps to Avoid
When Heirs are Imperfect
The Proper Wealth Team
Financial Advisor | Partner
Client Communications | Marketing
5 Smart Investing Principles
The Three Keys to a Great Password
Estimating the Cost of College