With a combined 30 years of experience, we seek to provide professional advice on all aspects of your finances, and since we believe conflicts of interest can be detrimental, we are independent advisors and NOT employees of any bank or brokerage firm.
Estate and Tax Planning
“Working with couples and women in transition is what we do best. At the end of the day, we want everyone sitting at the table to leave with a true understanding of their financial situation and their path for the future.”take a look
Over the years, we have developed a particular approach to portfolio management that incorporates several different academic-based ideals, including asset allocation, asset dedication, tax allocation, and cost efficiency. The logical sequence of these ideals forms the basis of our proprietary method of portfolio management, called Common Sense Asset Management.