We are a Registered Investment Advisor, formed in 1980 to offer high net worth individuals personalized assistance in achieving their financial goals. We specialize in coordinating financial planning with fee only professional investment management for individuals, small business owners, corporate accounts, endowment funds, and qualified plans (e.g. IRA Rollovers, 401ks, profit sharing and pension plans.) Our services are individually tailored to meet your needs as determined by personal consultations, thorough analysis of your financial situation and ongoing monitoring of your financial affairs.