Our comprehensive Financial Planning process provides solutions to the key issues successful individuals and families are likely to encounter while pursuing their unique financial goals.Learn More
Our disciplined approach to portfolio management focuses on short-term and milestone goals, personal risk tolerance as well as your lifestyle preferences. Active monitoring aims for wealth preservation and growth through ever changing market conditions.Learn More
Expertise and analysis to guide you through complex and unfamiliar territory. We help you understand the financial implications of divorce, make smart divorce settlement decisions, and develop workable financial scenarios for life after divorce.Learn More
Elite Financial Guidance For Your Unique Life
We are a boutique wealth management and financial services firm dedicated to helping successful individuals and families secure the financial future of their dreams.
Your vision for your unique life, combined with a disciplined approach to wealth management, is the guiding force behind each wealth management engagement. We take the time to learn your concerns, your preferences and milestone goals. Since no two clients’ circumstances and dreams are the same, each relationship benefits from strategic design based on your unique criteria.
We act as your personal financial concierge and will strive to make you feel as though you are our only client. Your peace of mind is important to us.
For over 25 years we have helped hundreds of families plan their financial futures, gained recognition as a key influencer in the area of divorce financial planning, written extensively on diverse financial topics, and been quoted by publications such as CBS & USA Today.
We hope you will benefit from the resources on our site. Contact us today with questions or to set up an initial consultation.Contact UsVickie in the Press
It’s never a bad time to speak with your financial advisor about changes in your situation.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
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Healthy habits are one of the greatest gifts to give your child.
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If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
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Use this calculator to compare the future value of investments with different tax consequences.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Using smart management to get more of what you want and free up assets to invest.
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There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Agent Jane Bond is on the case, cracking the code on bonds.