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Not Your Typical Adviser

30 years of professional investing and advising experience

Customized solutions that fit your needs and goals

A partner and fiduciary who works only for you

No-nonsense, objective advice

No conflicts of interest



"You've got to be very careful if you don't know where you are going, because you might not get there." -- Yogi Berra

Investment Advice

Providing professional portfolio management and consulting.  

Financial Planning

Practical financial advice to help you reach your goals.

"I intend to live forever.  So far, so good." -- Steven Wright

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