Our Firm
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
We are often asked if we have a minimum investment amount when opening an account. The answer is best received by simply stating that we always have room for family and friends, however, our ideal client is a family or small business that is financially responsible and has assets in excess of $1 Million.
The Latin phrase "In Consilio Sapientia" translates to "There is wisdom in counsel". It emphasizes the value of seeking advice and considering differing viewpoints when making decisions. This phrase has been used in various contexts, including heraldry, where it serves as a motto for certain families or organizations. So, next time you're faced with a decison, remember the wisdom that can be found in seeking advice!
Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.