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Management Difference.

  • We work to minimize your portfolio’s exposure to downturns in the market.
  • We actively manage your account; it is our goal to ensure that your portfolio is invested in funds that are currently performing well.
  • We assist you in determining the amount of risk you can tolerate and then tailor your investments accordingly.
  • We facilitate adjustments to your portfolio according to significant life events, such as marriage, children, divorce, retirement, etc.
  • We have Certified Estate Planners and Certified Senior Advisers on staff which adds to our comprehensive bank of financial advice.
  • We establish relationships that span generations.



John W. Cook
Chief Executive Officer