Who We Are
Since 1998, our clients have come to know and depend on our comprehensive advice and individualized approach to financial planning. As an independent advisory firm, we serve a select number of clients who come to us exclusively from personal referrals. Each relationship we have is deep, unique, and long term. We have worked with most of our clients for many, many years.
Our name is unique and we want to share the meaning behind it.
…represents the precious gemlike relationships in life. The “this is what we live for” relationships. The relationships we have with our loved ones, spouses, children, grandchildren, and friends. We know how important those relationships are in life. It represents the way we feel about our relationships with our clients.
…represents our broad and comprehensive approach to financial planning. We take a holistic view of your needs and goals, including investment management, tax planning, risk management, cash flow planning, and estate planning. Together, we cover the full spectrum of life.
…represents the unparalleled service we strive to provide to you. By listening to your goals and desires, and understanding how decisions in our everyday lives impact us financially, we strive to provide advice that empowers you to make your most important life decisions with confidence.