We make plans, not predictions.

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What’s the purpose of your portfolio?

There is endless industry noise around predictions and hot stocks, but the fact remains that market speculation is not in the best interest of our clients. Potential growth in the short term is just one of the considerations that factors into the results we aim to achieve through your portfolio.

Investing that Supports Your Goals

Everything happens for a reason.

Pursuing strong performance is about addressing individual needs, which means considering everything from downside risk to tax efficiency, and how they relate to your personal priorities. That’s why we focus on identifying your goals for growth, distribution and preservation, and we manage the strategies that we believe will best achieve that balance over time.

We believe that any decision pertaining to your wealth or your investments should be based not in speculation, but rather in reason, method and careful planning.

We’ve been doing this a long time, and we believe there are precepts that prove to be true time and again – you make more when you lose less, you reach more goals when you define them, and you achieve more by planning for the future instead of trying to predict it.

Mark Lebovitz, CFA®
Wealth Advisor, Partner

Exclusive Investment Process

With an integrated approach and exclusive strategies, we address wealth preservation goals in each portfolio to help our clients pursue the right investment balance.

Specialized Financial Guidance

Over the years we’ve developed specialized service offerings, made possible by the unique capabilities of our core team: a Chartered Financial Analyst® (CFA), a Certified Financial Planner™ (CFP) and a Certified Public Accountant (CPA).

Customized Strategic Planning

Our process is focused around aligning your personal priorities with clear objectives and a strategic plan that we actively manage as a team.

Investing is not about shooting for the highest short-term returns without regard to risk, but rather enabling you to participate in the markets in a way that supports your personal goals.

David Fernquist, CFP®
Wealth Advisor, Partner


Questions about
your wealth?

Find out how we can address your needs
through specialized guidance.

Is your bottom line where it should be?

Contact us for a performance review, and get a better understanding of what your portfolio’s structure, tax and risk exposure are costing you.