Welcome to our Website — a resource designed to help you learn more about personal finance. Click around and you'll find a variety of financial tools, such as: 

•   Financial calculators;

•   A research library and newsletter articles on a wide range of financial topics;

•   Market information, quotes, charting and even portfolio tracking.

We are here to help. Please call to schedule an appointment.

  Monthly Mu$e Newsletter

The current newsletter will now be available on our website. Click the  Monthly Mu$e link in the "About Us" box on the upper-right hand side of this page.

2015 Economic & Market Outlook

Click for the 2015 Economic & Market Outlook or the link in the "About Us" box on the upper-right hand side of this page.

We have a long tradition of helping clients with investment advice and making informed decisions.  This report features an in-depth look at the economy and markets and the implications of what they have been doing, where they are now and what may be changing through the end of the year.  After reviewing this report, if there is anything you would like to discuss, please call to schedule a meeting. Together we can discuss how this information affects your particular financial situation.