General Info

In the 1990â??s, our founder thought differently about investing. Her beliefs were a stand out then and a continue to be that today. While others chose to sell investments and collect commissions, our mission to be distinctive moved our founder to set up a financial-planning based business which operated on a fee-basis. That was pretty rare 30+ years ago. As we have grown, our services have expanded. We thrived in the early years during the Dot-Com bubble, we think, because of the search to give a better, more distinctive service to clients. We strive to do the same today. In pursuit of the best client experience possible, we partnered with a hybrid registered investment advisory (RIA) firm which works with multiple investment custodians.