Mission, Values, and Team
Mission, Values, and Team
It's Always Been about Distinctive Service
In the 1990’s, our founder thought differently about investing. Her beliefs were a stand out then and a continue to be that today. While others chose to sell investments and collect commissions, our mission to be distinctive moved our founder to set up a financial-planning based business which operated on a fee-basis. That was pretty rare 30+ years ago. As we have grown, our services have expanded. We thrived in the early years during the Dot-Com bubble, we think, because of the search to give a better, more distinctive service to clients.
We strive to do the same today.
In pursuit of the best client experience possible, we partnered with a hybrid registered investment advisory (RIA) firm which works with multiple investment custodians. Unlike most financial firms, clients don't have to move their whole portfolio to a single place to get advice across their entire plan and portfolio. We believe that's pretty distinctive.
Our Values
Meet our Team

Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.