Financial Planning & Investment Management

If you fail to plan, you are planning to fail!

- Benjamin Franklin

How We Help

Our Ideology

Wealth isn’t achieved on accident. We believe in a personalized approach to help build and preserve wealth. Based upon our core conservative philosophy, we assist clients in identifying their financial objectives, while taking into account factors such as time horizon and risk tolerance.

A Team Focused on You

Through our Registered Investment Advisor partner, Eagle Strategies LLC, we have access to the intellectual capital of experienced teams, well-vetted and monitored non-proprietary investment programs, and industry-leading technology partners. This allows us to do what we do best - focus on you.


As a holistic planner we ensure that your personalized investment strategy stays in line with the other aspects of your financial portfolio. Continuous analysis both internally as well as through our external partners ensures that we stay on track when it comes to your objectives.

Market Watch

April 23, 2019 @ 03:52 PM

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials ETF +0.2%  
Dow Jones Transportation ETF +0.1%  
Dow Jones Utilities ETF +0.3%  
Nasdaq Composite ETF +0.3%  
S&P 500 ETF +0.3%  
PHLX Semiconductor Index ETF +0.5%  
OSX Oil Service Sector Index ETF +1.5%  

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