Our Services
We help coordinate our clients’ personal financial affairs and often provide advice on closely held, family-owned business issues.
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Financial Strategy & Goals-Based Planning
Building a solid foundation using goals-based, financial planning that is on-going and accessible so we can focus together on meeting and exceeding important milestones, regardless of market conditions and performance.
Wealth Management
Our process focuses on building, maintaining, and protecting wealth through an investment management process that is completely aligned with your goals and objectives.
Solutions
The value of our planning process is to uncover financial “uncertainties” that we may not have known existed, then working immediately to remove them by providing solutions with only your best interests in mind.
Multigenerational Planning & Wealth Building
Designed around families to address the needs of all generations so our clients can achieve a sound financial legacy that they can be proud of.
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Our Team
Learn more about our amazing team of professionals.
David Barber
Financial Advisor
