We provide affluent families and businesses with sound financial recommendations to create and transfer wealth, while serving the niche market of special needs planning, always maintaining the highest level of ethics and integrity. With our extensive experience and vast resources we work diligently, professionally and honestly to enable clients to achieve their financial goals and by doing so they attain their personal dreams. It is our responsibility to stay informed in an ever changing financial world and that is why we must and do stay abreast on all matters relative to clients' success. We have embraced a team oriented philosophy in which we work closely with the client's valued attorney and tax advisor so all avenues of the client's financial affairs are moving in coordination. We regularly track investment performance and keep clients well informed through close contact and detailed documentation that is second to none. We take pride in not only providing sound advice, but educating clients so they have a clear and concise understanding of their investments and a thorough understanding of the risks associated with those strategies. It is through this vision, that every day we navigate clients through the constant moving currents of the financial markets. We value that clients chose us for lifelong relationships. We believe our clients appreciate that we keep them focused on their long-term path and not get confused by the short-term noise. It is this appreciation, the fact that we have earned their trust and our quiet confidence that allow clients to feel confident to refer their friends and family. AAMS and Accredited Asset Management SpecialistSM are registered service marks of the College for Financial Planning. 