Comprehensive Wealth Management - Today’s financial markets are more volatile than ever, the global economy is evolving, political winds are shifting, and our monetary policy is unpredictable. The individual investor is challenged as never before. Our job is to make it simpler for you to manage your financial affairs in the face of such challenges so that you can put your worries aside and be free to do the things in life that you do best and enjoy the most. We specialize in serving pre retirees and retired individuals and their families, and small business owners. Because we believe in supporting those who are dedicated to helping the less fortunate, we also welcome accounts of charitable and non profit organizations.