Portfolio Management

We use an investment strategy that takes into account your personal feelings towards investment options including green investing, social investing, and risk tolerance. We use a value investing strategy in combination with safety measures the limit your downside should the worst happen. All of the investments that we recommend are personally researched by us, not by some analyst you will never meet or speak with.

Insurance Services

When was the last time you reviewed your life insurance and annuity policies? Don’t worry, most people forget that things like beneficiaries and coverage amounts need to be reviewed and updated over time because life happens. As things change in your life it is important to review your policies and be sure that they are still in order. We will be happy to help you review your current policies or help you determine whether or not a new policy would be in your best interest.

We are independently licensed insurance agents who are licensed to work with life insurance, annuities, long term care and Medicare. And because we work under the RIA umbrella, we act as fiduciaries. That means we are obligated to act in your best interest and honestly assess whether a policy is good for you.