Our team will provide your family with tax smart investment management and big-picture financial planning strategies utilizing our own 'Eat Where You Cook' Investment Philosophy.
With Wealth Advisor, Kathy Wood, in the role as team quarterback, we will provide you and your family with the peace of mind that your investment and financial affairs are in order and let you rest easy knowing someone is keeping an eye on "the big picture".
We serve a diverse group of successful families but specialize in assisting retirees, pre-retirees, and their extended families.
We're committed to honesty, integrity and excellence. We truly believe that the more we know, the more we can help and strive to treat every client as one of our own family.
Clients come to us for various reasons.
But more often than not they come to us seeking financial clarity, the benefits of investment account consolidation, and find comfort in the tangible benefits of our 'Eat Where You Cook' Investment Philosophy.
With Team origins since 1987 and many years of combined experience assisting families with a wide range of personal financial and investment issues, our clients feel confident that we will keep them on the right path and only recommend investments and strategies we would consider for our own family.