Our firm was founded in 2002 to provide comprehensive fee-based wealth management services to corporate executives, professionals, business owners and individuals seeking financial investment advice. We utilize a team approach in analyzing and planning a client's investment portfolio, estate plan, cash flow, income tax, and retirement. Recommendations are based solely on your specific needs, circumstances and goals. As independent advisors we have no pressure to sell proprietary products or brands and can select what is truly best for the client. This allows us to focus on building relationships with our clients that will last for many years. Being independent advisors allows us the flexibility to work with clients at all stages, from those just starting to save, to high net worth clie