Broker Check

Our Mission

How We Work

We make it our mission to help you achieve and maintain your financial goals, providing quality advice at a reasonable cost, and actively managing investments according to your plan. We are personally committed to protecting your financial situation, ensuring that you receive same-day responses from our credentialed team.

It goes without saying that we’ll develop a deep relationship with you and demonstrate that we’re worthy of your complete trust. As a fiduciary and independent financial advisors, we ascribe to the highest ethical standards in the industry; that means that the opinions we offer are objective, unbiased, and supported by decades of experience.

You’ll be able to make informed financial decisions because our explanations are clear and thorough, giving you a complete understanding of how individual investments operate and fit into your overall plan, as well as the economics behind the recommendations.

Solid, trusting relationships form the foundation. We follow through with quality advice and timely answers.

Our Process

Our Process

Calm, organized, and laser-focused on managing your unique financial picture, we pay attention to the details.

Our History

Our History

Decades of experience serving clients throughout all market conditions, committed to the highest standards of ethics and professionalism.

An owl is traditionally a symbol of wisdom, so we are neither doves nor hawks but owls, and we are vigilant when others are resting.  Urjit Patel

Have a Question?

Thank you!