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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.


The Independent Investor

The Independent Investor is a monthly e-newsletter.  Each month will review a different topic which we hope you find applicable within your financial life.  If you would like to receive The Independent Investor each month in your inbox, please email Heather Waryga at to be added to our distribution list.

And Baby Makes Three - September 2017

Add Housing Decision to Your List of Retirement Priorities - July 2017

Company Stock in your 401(k)? What you need to know - May 2017

The Financial Standard

The Financial Standard is a quarterly newsletter mailed in hardcopy format.  Each newsletter contains several timely articles on topics which matter the most to you.  From retirement planning to current events in the financial markets, the Financial Standard is your one source for ideas and strategies to help you along your path towards your financial goals.  If you would like to receive The Financial Standard each quarter in your mailbox, please email Heather Waryga at to be added to our distribution list. 

Fall 2017

This quarter's Financial Standard includes the following resourceful articles, "Lower Funds Fees Spell Good News for Investors", "A Crash Course in Student Loans", "What Is a Revocable Living Trust" and "For Workers, It's All in the Plan".