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Get access to personal service from a dedicated consultant.

We want to get to know you—your plans, hopes, worries, and needs. Once your unique circumstances have been thoroughly assessed, we’ll make recommendations designed with the goal to help you increase the likelihood of achieving your objectives. Our goal is to keep you focused on where you want to go and advise you on how to get there. 

Personalized Service

We realize that no two clients are exactly alike or share the same exact goals. That’s why when it comes to helping you invest in your financial future, we take the time to find out what you want and help make it happen. We’re interested in making a difference - for you, your family and your future.


Experience Matters

With over 100 years of combined experience, we are committed to putting service, quality and objective guidance first. We keep clients' objectives in focus, stay in contact throughout all of the market conditions and make investment adjustments as economic or lifestyle conditions change.


Working Together

In today’s global investment marketplace, you need comprehensive and competitive services to address your financial goals. With this in mind, we work with LPL Financial to provide access to a wide variety of products and services and help determine which strategies are suited for your unique financial situation.


Financial Guidance

While the investment options themselves are important the professional guidance of your representative is what sets us apart. With the myriad of choices available today you may enjoy the confidence that comes from knowing you can rely on the knowledge of a financial professional and trusted partner.


Your Life Strategies

Retirement Planning

Design an investment strategy to help you pursue all of your retirement goals.


Managed Asset Plans

Professional fee-based portfolio management available through LPL Financial.

Tax-Efficient Investing

Mitigate your tax liability and let more of your money work for you.

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Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL.  FutureAdvisor and LPL are nonaffiliated entities.  If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor.  Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.


All investing involves risk including loss of principal. No strategy assures success or protects against loss.  There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market loss.