Our Firm
We are focused on providing exceptional insight and service to our clients. While the scope of our expertise includes a range of financial services, we seek to build lasting relationships with our clients based on trust, integrity, and superior client service.
Mission
Our mission is simple: focus on your family. We partner with you, simplifying financial matters so you can shift your focus to those you love the most.
Investment Philosophy
Our approach to investing is systematic, yet understandable.
We believe that a balanced, diversified portfolio that is positioned properly along certain factors of return will allow you to accomplish your financial goals. Over time this will keep you from making costly mistakes that plague typical investors.
Services
We will build a personalized financial roadmap that will guide you, and your family, throughout the many seasons of life.
The right balance of long-term care, disability, and life insurance can play a key role in protecting your future.
Our contrarian view of the markets is both historical and data driven, keeping us from emotional reactions which plague the average investor.
We assess ways to minimize your taxes and liabilities by leveraging our in-house strategies in conjunction with your estate and tax planning professionals.
We are educators at heart, and goal driven. A properly allocated and diversified portfolio is essential to preserving your family’s wealth.
Legacy planning and strategic giving will have a positive impact on your estate while effecting change in your community for years to come.
Team
Hayden Dawes
Partner
Paul Casey
Senior Advisor
Scott Miller
Partner
Peter McGlynn
Senior Advisor
Updates
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