01. About Us
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be your trusted advisor.
02. Our Philosophy
As a firm, our focus is to understand your goals and develop a plan to pursue them. We will meet with you to present an analysis and discuss our recommendations.
03. Our Process
A strong planning process is the best way to create a more financially confident plan. It is crucial to create a financial plan that seeks to address your needs now, and that plans for the future, in a tax efficient manner.
Client Centered
We understand that each individual faces unique challenges in their financial landscape. We can help take the mystery out of dealing with today and preparing for tomorrow. Whether you are investing to build wealth, protect your family through insurance, or preserve your assets, our personalized service balances your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can assist you in addressing your needs for today and many years to come. We look forward to working with you.
Meet Jennifer Walker
Our Services
Investment Management
Our first step is to evaluate your current position and then define your needs, wants, and goals, both immediate and for the future. We then perform a risk analysis, using technology that mathematically pinpoints your comfort with and ability to absorb market fluctuations.
Financial Planning
We all face unique challenges in our financial landscape. Our goal is to empower you to create and maintain wealth through education, innovation, and personalized holistic financial strategies.
Risk Management & Insurance
As much as we try to prepare for them, tragic events like death, disability, or critical illnesses sometimes strike. When faced with such a situation, insurance can protect you and your family from undue hardship.
Estate Planning
An essential part of a comprehensive financial strategy is ensuring our plan will be carried out if we are ill, incapacitated, or deceased. While no one likes to think about dying, now is the time to ensure we have arranged your accounts and drafted estate planning documents well before they’re needed.
We manage assets for individuals and families, providing investment management and financial planning services.
Blogs
What Happened with Silicon Valley Bank?
Financial markets were shaken last week as Silicon Valley Bank (SVB), the California bank subsidiary of SVB Financial...
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Is it Always Better to Purchase a Home?
While homeownership is a goal for many, there are a few things to consider before looking to buy.
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5 Year-End Tax Planning Opportunities
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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