Our Firm

We have been managing wealth for over two decades. Because we have seen all kinds of markets, we have developed strategies to accommodate many different environments. We believe in being prepared so there will be no unpleasant surprises for our clients.

Our specialty is using technical analysis to pinpoint and adjust to what the market is telling us about risk levels, and where the best opportunities for growth reside.

Our independence is important to our clients because they know we are not required or incented by any corporate owner or broker/dealer firm to promote any particular product or investment. As a fee-based advisor, our interests are aligned with our clients to focus on what is best for our clients.