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GO YOUR OWN WAY

You have goals, we have expertise. Together, we can chart a course to your financial success.

WE ARE COMMITTED TO YOUR SUCCESS

We develop recommendations and strategies which are precisely tailored to help achieve specific financial goals. We have found our best clients are those engaged in an ongoing pragmatic analysis of their financial position and the continual refinement of a plan to meet their particular life goals. Our services are complete, comprehensive and personal.

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A NEW APPROACH TO PLANNING

Our services range from financial planning to investment management. No matter what, though, our focus is always you.

A New Approach to Planning

Our services range from financial planning to investment management. No matter what, though, our focus is always you.

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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WHAT OUR TEAM HAS TO SAY

“An investor cannot dismiss the long-term benefits of owning individual common stocks in a diversified asset allocation strategy”
- James F. Berquist
Principal
“Our firm approach, leadership and staff have remained consistent over the years. It is gratifying to be a part of our client’s lives through generations.”
- Michael T. Bigley
Principal
“Ability, not age, is what makes us tick. Our size and flexibility work to our advantage in responding carefully, yet quickly, to opportunities to add value to your estate.”
- James P. Reese Jr.
Principal

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