Who We Are
Since its use as a navigational tool dating back to the 11th century, the compass has long been associated with Guidance, Direction, and Exploration. It is our belief that we offer, as a team, various individual strengths and interests along with over 110 years of combined experience to provide just that… Guidance, Direction, and Exploration.
By Guidance, we assist our clients in navigating the volatility of the investment markets and the emotions that accompany that volatility by offering sound and experienced investment advice.
By Direction, we set a course through the planning we do to achieve your financial goals of retirement and estate planning along with growth, income, and wealth preservation.
By Exploration, we are constantly looking to improve on how we can better serve our clients beyond their expectations and continuously seek out the most innovative investment opportunities and planning tools.
As Thomas Edison coined and we fully embrace…”Good fortune often happens when opportunity meets with planning”.
