Broker Check

Our Credo

Our first responsibility is confidentiality for our clients.
We will provide individually tailored advice.
We believe in doing what is in our client’s best interest.
Client requests must be serviced promptly and accurately.

We are responsible to our employees.
We must respect their dignity and recognize their merit.
Compensation must be fair and adequate.
We must be mindful of ways to help our employees fulfill their family responsibilities.
We must ensure an open environment for communication.
We must provide competent management and our actions must be just and ethical.
Our business must be profitable.

We are responsible to the community in which we live and work.
We must be good citizens, support charities, good ideas, and bear our fair share of taxes.

We must continue to research with new ideas, regularly.
Our final responsibility is to our client’s family.
Our goal is to grow, preserve, protect, and transfer wealth from one generation to another.