The Way We Work

Interviewing You

We know you're busy; we know you probably don't have time to plan your financial future. We do.

We ask questions to learn what is important to you. We listen, and design the appropriate wealth management plan around your answers- so that your wealth can mean more.

The point is to make your assets and savings work harder for you, so you don't have to work as hard for them. By overseeing all the different aspects of your financial planning, we're able to focus your wealth and give you real potential to maintain or improve your quality of life.

We want you to have a comfortable retirement, and we want you to leave a rewarding legacy to your heirs.

Bottom line, we want you to make the best decisions with your money, so you are prepared for tomorrow.

Making Sense of it All

We explain financial planning in jargon-free terms, and show you how to invest to preserve the lifestyle you've worked so hard to achieve.

We can help you make educated decisions about your future. 

Keeping You a Step Ahead

This comprehensive, integrated wealth management helps you stay aware and vigilant of upcoming financial transitions, emerging economic trends, and your progress toward your objectives.

We do this so you never have to play "catch-up" - that is, open a new investment or rearrange your financial plan to compensate for something overlooked years ago. This is all too common, and this kind of panic reaction can breed incoherence in a long-range financial plan.

When new needs arise, our attention and regular communication with you means that those needs can be addressed not as isolated "blips on the radar screen," but in the context of your wealth management.

Working in the Best Way for You

We offer fee-based asset management, in which our fees reflect the value of your invested assets. In some cases, traditional brokerage fees (commissions) are actually more cost-effective for a client.

Cetera Advisor Networks LLC  is a member of SIPC which protects securities customers of Cetera Advisor Networks LLC up to $500,000 (including $250,000 for claims of cash). For details, please see

Planning to Help You Grow

As your wealth accumulates and your family matures, you'll find that you come to know us quite well. Our principals will personally familiarize themselves with your goals, your history, and your financial needs and ambitions.

You see, there's one thing that should never be part of wealth management: miscommunication. When everybody talks the same language, when everyone is on the same page and clear about financial decisions and directions, the relationship is truly valuable.

We communicate. We serve you first. And when you reach your financial and lifestyle goals, then we know we have done our job.

Year in, year out, we act as your advocates, providing wealth management to help you create the life you really want to live. Call us today, or e-mail us to request an in-person visit or consultation.