Our Philosophy

Since 1994,  Dave and his team have been helping clients make smart choices with their money by providing personalized goal-focused and plan-driven strategies for wealth planning, accumulation, and distribution, as well as gifting and legacy considerations.

We believe in strategic asset allocation with an eye toward the time frame of the client's goals and life expectancy, rather than the current headlines. We do not attempt to be market timers as that seldom if ever works. One of our strengths is managing investor behavior (which is where most of the real returns are usually lost) especially when they are tempted to make an emotional decision out of fear, rather than a rational decision based on their goals and time frame. 

Dave and his team share the same excellent goal: to help clients pair their assets with their life's purpose.

Please read about our "three-bucket approach" to financial planning found under the About Us tab.

Happy Family