Mission Statement


As LPL Investment Advisor Representatives, we create personalized, custom investment solutions to help build, protect, and transfer client’s wealth. From personal asset management to financial planning, we are committed to helping individuals, couples, families, and business owners work towards their goals.

“We Create Long-Term Partnerships That Help Foster Peace of Mind”


1. Find the Trend – We determine the health of the market overall, and determine what sectors and asset classes are leading the trend

2. Determine the Tools – We monitor an eclectic group of best-in-class, non-proprietary investment vehicles that best fit the trend and your goals.

3. Test the Method – We utilize proven, long-term models to maximize our disciplined buy and sell strategy

4. Track and Monitor – We monitor large, institutional trading activity (“The Big Boys”) to enhance the investment entry and exit decision process.


Our Firm has been helping people work towards their financial goals for over 20 years in the securities industry. Jim’s specialties include comprehensive financial planning, custom portfolio management, and capabilities for high net worth business owners, families, and individuals.


Learn more about our unique way of managing your money.

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Our investment advisors would be happy to answer any questions you have about your financial situation. Get answers to your most pressing questions.

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