We are comprehensive financial advisors, emphasizing sound portfolio management. Our primary focus is on building and managing individualized portfolios; however, we believe it’s important to have a more comprehensive picture when making investment decisions on your behalf. As a result, we work to better understand your cash flow needs, your retirement and estate plans, and your tax situation. We don’t prepare tax returns nor do legal work, but we are happy to coordinate with your attorney and/or CPA when it’s helpful. In short, we help ensure that each client's financial matters are in sync with their vision for a successful future.