An experienced, independent boutique, and fee based wealth management firm. Our mission is to impact and improve the Financial Lives of others by maximizing the potential of our best clients and becoming your go to proactive planning team. To be your go to proactive planning team is to be your point person on any financial matter you may face – a fiduciary, as someone who, in a very intimate way, understands your wants, needs and concerns, and will truly look for what is in your best interest.