It was a down week within an up month for the Market in a simply unprecedented environment. It's a new year, with the same challenges. January has been like a 2020 hangover. You're ready to…
Mike FrazierJanuary 15, 2021
Our brand stands for service and we are built to last.
We provide a personalized comprehensive financial offering which brings solutions to challenges both known and unknown for our clients throughout every stage of their lives. We earn the confidence and trust which allows for their peace of mind knowing their money is working as hard as they do or did.
Our clients drive our business. As they move from one stage of life to the next we counsel them on low cost, tax efficient investments with transparency and liquidity. We apply this smart money approach to retirement and estate planning as well as managing money. It’s important your money works as hard as you do.
We provide a personalized comprehensive financial offering which brings solutions to challenges both known and unknown for our clients throughout every stage of their lives. We earn the confidence and trust which allows for their peace of mind knowing their money is working as hard as they do or did.
Our clients drive our business. As they move from one stage of life to the next we counsel them on low cost, tax efficient investments with transparency and liquidity. We apply this smart money approach to retirement and estate planning as well as managing money. It’s important your money works as hard as you do.
How can we help you today?
WHAT WE DO
Investing is a journey.
We invest in individual stocks and bonds (as opposed to mutual funds), which allows us to maintain a healthy balance between protecting wealth and taking calculated risks necessary to grow assets. As independent SEC-registered investment advisers, we are fiduciaries. This means we act in the best interest of our clients at all times.
Our holistic approach to investment management includes financial planning so that we can best manage and counsel clients on investment and financial matters. Our clients’ financial planning needs drive our strategies. As clients transition from one stage of life to the next, we are there to guide them along the way.
We invest in individual stocks and bonds (as opposed to mutual funds), which allows us to maintain a healthy balance between protecting wealth and taking calculated risks necessary to grow assets. As independent SEC-registered investment advisers, we are fiduciaries. This means we act in the best interest of our clients at all times.
Our holistic approach to investment management includes financial planning so that we can best manage and counsel clients on investment and financial matters. Our clients’ financial planning needs drive our strategies. As clients transition from one stage of life to the next, we are there to guide them along the way.
OUR WEEKLY MARKET UPDATES
Knowledge is power.
We have had the honor of being featured in many of the top market publications, both in print and online.
The Decade of the 2020s. We are 1 year in. 2020 was an unforgettable year. It was a year people want to forget. Science won the day and the year. The question now is what…
Bedell FrazierJanuary 8, 2021
This eventful, unprecedented, horrific, contentious, resilient and record-breaking year of 2020 is coming to an end. The number of topics for discussion in summary are vast. I've done my best to chronicle the year over…
Mike FrazierDecember 31, 2020
It was a down week within an up month for the Market in a simply unprecedented environment. It's a new year, with the same challenges. January has been like a 2020 hangover. You're ready to…
Mike FrazierJanuary 15, 2021
The Decade of the 2020s. We are 1 year in. 2020 was an unforgettable year. It was a year people want to forget. Science won the day and the year. The question now is what…
Bedell FrazierJanuary 8, 2021
Financial Planning Strategies For You
A little knowledge can go a long way when it comes to successfully managing your finances. When you are confidently in control of your money, you can start enjoying your life instead of just saving for it. Make sure your money is working as hard as you are.
FINANCIAL PLANNING STRATEGIES
