Individuals

  • Invest in Your Environment

Plans and Services

  • Investment Management
  • Personalized Financial Planning
  • Estate Planning Services
  • Retirement Savings
  • Education Funds
  • Mutual Funds


Investment Management
We offer separately managed fee based accounts for clients desiring liquidity, flexibility and customization associated with an individually managed portfolio. All managed accounts are tailored to reflect individual client core values and investment objectives.


Personalized Financial Planning
Utilizing time wisely in a free introductory appointment, we can discover whether it would be helpful for us to work together in developing strategies for reaching and monitoring your financial goals. As one of our clients, we will commit to helping you evaluate your current financial situation and develop a strategy to meet your overall short-term and long-term goals.

We believe you have every right to expect competitive returns financially while choosing investment vehicles in line with your values.


Estate Planning Services
We work with clients to develop and implement an estate plan so that you can take control of how your assets are distributed. You can make sure your values and goals are carried out through your estate plan.

With an estate plan:

  • You, rather than the state, decide who receives what share of your assets.
  • You, rather than the state, determine how and when your beneficiaries will receive inheritances.
  • You name the executor or trustee to manage your estate, rather than having the court make the appointment.
  • You have a say in what estate taxes and administrative expenses will be paid, rather than face the potential of high adminsitrative expenses and taxes.
  • You choose who will serve as guardian for your minor children instead of letting the court appoint the guardian.
  • You control whether to continue or sell your family business rather than having a forced sale that could end the family business and create financial loss.


Retirement Savings
We help you utilize investments that are a match for your risk tolerance and time horizon. We can also select to include or avoid certain types of investments based on your core values and convictions.


Education Funds
We can help establish a savings system to provide you with needed cash when your children are ready for college.