What a week for investors. The election campaign keeps heating up with the most divisive rhetoric in decades. There was a Fed meeting followed by a slug of hot IPOs. The month of September started…
Mike FrazierSeptember 18, 2020
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.
Today is the 19th anniversary of the day we can never forget. September 11, 2001 was a defining moment for the new millennium. It was a defining moment in American history. That Tuesday morning in…
Mike FrazierSeptember 11, 2020
Well, this was different. The runaway Tech rally with reckless abandon ran out of gas. It was only a matter of time. You never know when, nor do you know why; it just does when…
Mike FrazierSeptember 4, 2020
What a week for investors. The election campaign keeps heating up with the most divisive rhetoric in decades. There was a Fed meeting followed by a slug of hot IPOs. The month of September started…
Mike FrazierSeptember 18, 2020
Today is the 19th anniversary of the day we can never forget. September 11, 2001 was a defining moment for the new millennium. It was a defining moment in American history. That Tuesday morning in…
Mike FrazierSeptember 11, 2020
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
