We are a Registered Investment Adviser. Unlike some firms, such as banks, brokerages or planners, we do not sell investment, insurance or financial products. This avoids conflicts of interest.
There is a reason we are in the wealth building business. When you do well, we do well.
We tailor every portfolio based on your tolerance of fluctuations in returns.
In addition to individuals and families, we handle pension funds for corporations, cities, fire and police departments across the state as well as charitable foundations.
After decades of retirement investment, we are now helping our clients plan for future generations with trust services.
Planning helps us provide better, more targeted service to you by documenting goals and objectives, and providing a benchmark to measure progress.
Give us a call at (904) 346-3460. We’re easy to talk to.