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OUR SERVICES

INVESTMENT
MANAGEMENT

Our discretionary Investment Management service focuses on sustainable, long-term strategies (using primarily individual stocks) to help you grow and preserve your wealth

FINANCIAL
PLANNING

Our Financial Planning service involves understanding your unique life goals and helping you marshal your financial resources to achieve those goals.

CORPORATE
PLANS

We work with companies to:

​

  • Maintain retirement programs for

    employees, such as 401(k) Plans

​

  • Educate participants in stock plans (e.g., stock options), and help them

    exercise when the time comes

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