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
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Important items to consider when purchasing condo insurance.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Second marriages are a trigger event to revisit any existing estate strategies.
This calculator can help you estimate how much you may need to save for retirement.
Estimate your monthly and annual income from various IRA types.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you should be saving for college.
This calculator may help you estimate how long funds may last given regular withdrawals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Recent changes in estate tax laws could affect the strategy you have in place.
Smart investors take the time to separate emotion from fact.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Learn how to harness the power of compound interest for your investments.