Firm Summary

         Firm launched in 2003

       Advisor Experience: We Each Have More than 23 Years

                      in the Investment Business

       Fee-Only Advisor, all fees are entirely visible

       Minimum Account Size: $750,000.00

       Average Assets Under Management Per Client: $2 million

       Client Services

         Customized Portfolio Design and Management

       Guidance For All Aspects of Wealth Management

       Easy In-Person Access

       Online Account Access

       Quarterly Newsletter

       Flexible services, depending upon client needs

       Serving clients over a broad geographical area

          Our clients don't have the same needs, so they

          don't get the same portfolios or the same services.

            Our clients want us to be accessible, so we offer to

          meet with them frequently throughout the year.

             Our clients want us to focus on their needs, not 

                  ours, when we invest, so we take no commissions

           on the investments we purchase. 

             Our clients want expertise, integrity and service,

             they get it.