Together we build.
Clients often come to us “in a snow globe,” overwhelmed by what-ifs with no easy answers.
No matter how significant their assets, they are afraid to see it all go up in smoke. What’s more, they face high stakes decisions at your lowest point. Together we build calm, confidence and clear financial strategies.
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We Invest In You
Unlike advisors who focus solely on investments, we focus on you.

You may not be ready to jump right into planning. We spend all the time that’s needed, not just to answer your questions, but to learn your concerns, fears and desires. We make a meaningful investment in knowing you before we ever expect to navigate the best options with you.
SPECIALIZATION WORKS FOR YOU
Our clients are often overwhelmed, grieving or both.

We intentionally hone the skills, experience and understanding to guide our clients from a place of distress to a new beginning. We help you with specialized practical issues – whether to keep the family home, how to replace alimony when it ends, whether and how to assist adult children or elderly parents, and how to successfully communicate with a spouse after divorce – while meeting where you are in the healing process. We move at a speed selected just for you.
INVESTIGATIVE ADVANTAGE
The same skills that led Tina to consistently expose financial fraud and earn the Associated Press Investigative Reporting Award now protect you. When fear makes you vulnerable to expensive products full of empty guarantees, we serve as your financial watchdog.
SMALL SIZE
We prefer to delight 100 clients with a privileged level of detail and attention, rather than try to appeal to everyone. Our clients benefit from the direct access and close, long-term relationships that we cultivate.
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SOLID STRATEGY
We invest your portfolio in proven principles not sexy headlines, staying power not sizzle. The rest of your life is too important to gamble on guesses and opinions.
Your Interests First
Not every financial advisor must put you first.

Only registered investment advisors are legally bound to put clients’ interests before their own. We are held to the highest legal and ethical standards, serving solely what’s best for you.