OUR INVESTMENT
APPROACH

We practice intelligent investing
for a nationwide clientele. 

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WHAT MAKES
US UNIQUE

Investors have many options when
selecting an adviser.  
Here's what sets us apart.

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INVESTING FOR
AND IN RETIREMENT

 

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Widespread fear is your friend as an investor, because it serves up bargain purchases. Personal fear is your enemy. It will also be unwarranted.

Warren Buffett

The stock market remains an exceptionally efficient mechanism for the transfer of wealth from the impatient to the patient.

James Bodnar

Avoid popularity. It has many snares, and no real benefit.

William Penn

You miss 100 percent of the shots you never take.

Wayne Gretzky

We simply attempt to be fearful when others are greedy and to be greedy when others are fearful.

Warren Buffett