From the moment we make contact, we are here to serve you.  We will sit down and truly listen to your short- and long-term goals and help you build a personalized portfolio that reflects your needs and your risk tolerance.

We understand how important your wealth is to you.  Taking a balanced approach to investing, we generally divide your investments between equities and fixed income securities in an effort to mitigate risk, while seeking to generate growth for the long term.  As the markets inevitably fluctuate, we will hold periodic review discussions with you and, with your consent, adjust your allocation when appropriate. 

^{Asset allocation does not ensure a profit or protect against loss.}