If you followed the Market this week, you no doubt felt the turbulence. There's some serious stuff going on beneath the surface. The Market is in complete recalibration mode as the reopening of America continues.…
Mike FrazierMay 14, 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.
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.
“We are making an important investment in our next generation, the community and the environment in which we live.”
– MIKE FRAZIER
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 US Economy seems ready to explode in activity with so much pent-up demand to travel, eat out and basically socialize. Towns and communities are returning back to form. Freeways are crowded. This Summer is…
Mike FrazierMay 7, 2021
This was no slow week in America. It was stacked with many Market moving events. Stocks rallied in April on the back of strong earnings, a surging Economy, more anticipated fiscal spending, and a continued…
Mike FrazierApril 30, 2021
If you followed the Market this week, you no doubt felt the turbulence. There's some serious stuff going on beneath the surface. The Market is in complete recalibration mode as the reopening of America continues.…
Mike FrazierMay 14, 2021
The US Economy seems ready to explode in activity with so much pent-up demand to travel, eat out and basically socialize. Towns and communities are returning back to form. Freeways are crowded. This Summer is…
Mike FrazierMay 7, 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
