We believe in putting client interests first. To that end, we do not represent investment companies, or accept commissions or other financial benefits for the "sale" of investments. We work directly for our clients in the management of their investments. We listen to each client carefully, making sure we understand their financial circumstances, income needs, long term goals and dreams. We don't believe in "one size fits all" financial investment. Our recommendations are designed individually to meet each client's personal needs. In our firm, "good business ethics" is not an out dated idea, it is at the core of every decision we make.