Estate Planning Guidance
While accumulating and conserving wealth throughout your life, you want to know how those assets will be distributed after your passing. This distribution requires thoughtful and current estate planning. Estate planning may need to go beyond simply having a Will or Durable Power of Attorney. You may want to consider a trust to accomplish specific goals such as maintaining privacy, charitable giving, or college funding. We will work with you and your estate planning attorney so that your estate is planned as you wish. We will talk about trusts, charitable giving, or other ideas you have for your estate.

Clients are my focus
I am dedicated to my clients’ success and define my own success in terms of their success. I will strive to understand their needs and to meet or exceed their expectations by delivering practical advice, effective implementation, well designed investments, and always providing outstanding value. I will continuously renew our resources to insure I bring my clients the most up–to–date methodologies and know how.

Managing your wealth, with the focus on Investment rules, and academic research
Economic evidence shows that, from a typical investment perspective, the major capital markets of this country are highly efficient, in the sense that available information is rapidly digested and reflected in the market prices of securities. As a result, fiduciaries and other investors are confronted with potent evidence that the application of expertise, investigation, and diligence in efforts to “beat the market” in these publicly traded securities ordinarily promises little or no payoff, or even a negative payoff after taking account of research and transaction costs. Empirical research supporting the theory of efficient markets reveals that in such markets skilled professionals have rarely been able to identify underpriced securities (that is, to outguess the market with respect to future return) with any regularity. – Reporter’s General Note on Section 227 of the Restatement 3rd of Trusts (Prudent Investor Rule), page 75