Broker Check

We aspire to play a guiding role in assisting our clients in growing, preserving and using their wealth to pursue their passions and lead more fulfilling lives.

Client Communication

Weekly Market Commentary

Each week we will release our Weekly Market Commentary which will review the previous week in the financial markets as well as provide some "food for thought."  The Weekly Market Commentary is posted here on our Website each week on Monday afternoon and is also sent out to our followers on our Social Media sites.  Please feel free to forward this commentary to family, friends, or colleagues.

Weekly Market Commentary - "Perspective on Market Volatility" October 15, 2018

Client Letters

Throughout the year we will send letters to our clients about recent market events or timely planning ideas.  Below you can find some of our recent client letters.  These letters are not designed to provide specific advice, but to provide information about the financial markets in general.  Please feel free to all us if you have any questions about the material in any of theses client letters or if simply would like to discuss how the information outlined in a given letter may affected your specific financial situation.  Please feel free to forward this commentary to family, friends, or colleagues.

Client Letter - "Key Factors to Watch in Q4" October 2018

Client Letter - "Plenty of Positives" September 2018

Client Letter - "Recapping the Latest Earnings & GDP Reports" August 2018