Philosophy

We Get to Know You

Each person has their own views on saving and investing, with their own tolerance for investment risk. We’ll spend the time learning about your personal investment philosophies and goals to find what is specifically important to you.

We Offer Choice

As an independent firm, we maintain our objectivity by not being captive to any organization. Through a wealth of investment vehicles, we are able to offer clients options in how they can reach their future goals.

We Look Out For Our Clients

As part of a family with more than 55 years of investment experience, we partner with Carlton Investment Services Group, LLC and Trademark Financial Management, LLC, a Registered Investment Advisor. When your plan is implemented, we continue to monitor its activity. If changing conditions suggest that clients might benefit from a repositioning of their assets, we will let them know.

We Communicate With You

You want to know how your investments are performing, so we keep in close contact and always provide direct access to your investments. In addition, we offer educational opportunities, send information on current financial matters and gather regularly for portfolio reviews.