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Simplicity. Clarity. Acuity.

Life is a journey. The parts we know are finite, and bounded by events we term birth and death. The parts beyond, however one chooses to define them, are infinite. To the infinite therefore, we surrender. And to the finite, we hold ourselves accountable. Time and time again, in all parts of our journey, we will find ourselves at a crossroad. This we cannot avoid, but we can prepare ourselves. We move our own rudders.

We offer our services as navigators in one minor facet of this great adventure, the areas that you find defining your life from a financial perspective. These areas may be wide in their ambit, or possibly acute and focused. Whatever their nature, its here we have settled to specialize. If you have the resolve to take the helm of your ship and set sail into the dawning sky, you have our greatest respect. It would be our honor to contribute in even the smallest way to your journey.



"A wise person should have money in their head, but not in their heart."

​- Jonathan Swift, Author of Gulliver's Travels
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