Expertise that's one to one

The key to successful wealth management is planning. Regardless of your stage in life, it's important that you take steps to ensure your personal financial independence in the future. Our wealth management process reviews your financial circumstances, develops appropriate financial and estate planning strategies and responds to changes in your life, as well as changes in the world around you.

In an investment environment that changes daily, the challenge of building a brighter financial future, while safeguarding your financial achievements, requires innovative solutions and comprehensive retirement strategies. It is important to have professional advice and guidance. As an investor, the two things we believe are most important to you are:

Advice that matches your investment objectives and risk tolerance

Regular communication and updating of your investment plan

As Investment Advisors, we are dedicated to the enhancement and preservation of individual investor assets. Our wealth management process begins by collaborating with you. Through the decisions we make together, a wealth management strategy evolves to take on a distinctly individual shape, reflecting your investment objectives and aspirations. Our services are designed to deliver superior performance in both areas. We believe in developing long-term relationships based on a clear understanding of our client's needs and objectives.

We work as a team with overlapping responsibilities as well as specialties. Beth Miller has been advising clients on their finances for the last 20 years. Beth brings a practical, conservative approach to managing assets for clients and specializes in developing individual client financial plans. Jim Turner brings over 22 years of industry experience to the team. His role is tracking economic changes and trends, as well as selecting individual securities with an attractive risk vs. reward ratio. The third member of our team is Kristine Moore, our Investment Advisor Assistant. Kristine has five years of industry experience, is qualified to take orders and is responsible for all the administrative functions of our team.