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Our Mission

Bruce and Karen believe that their ability to provide clients with quality financial planning advice and services is dependent on developing strong and trusting relationships.  They are committed to providing relevant up-to-date financial planning strategies and products.

Bruce and Karen build relationships with clients and help them create clear and realistic paths toward meeting their financial goals while optimizing the performance of their investments.  We commit to providing clients with solid investment recommendations and uncompromising service.  All types of investors rely on us for investment management discipline and knowledge in addition to helping them achieve strategic wealth-oriented objectives.

We believe our approach is enhanced by our alliance with our broker dealer, Securities America, Inc. (SAI).  SAI's capabilities regarding technology and research access provides tremendous insight into the international investment management industry, trends, money managers, strategies, and global markets.

We provide regular training and education opportunities concerning investment products, financial health, market fundamentals, and the ever-changing laws and regulations in the financial and securities industry.

Our personalized service, combined with the extensive resources of SAI, provide clients with a complete foundation on which to build a comprehensive investment plan.  Through SAI, we offer you access to institutional money management firms and additional risk control, both embedded within a well-diversified, customized, and sophisticated investment approach.

​Our Focus

Our Commitment

Although the financial services industry is subject to constant change, the principles on which we were founded have remained steadfast.

We have remained committed to the simple tenet that the best interests of our clients must take precedence in all decisions.  From data gathering, to analysis, to recommendations, our guiding principle has been to make sure that clients have a clear picture of what is needed, why it is needed, and how their decisions will affect their financial health.

Giving clients choices and alternatives when providing strategies to help meet their financial needs has been another important factor in our commitment to excellence.  Our dedication to providing ongoing quality service has been the cornerstone in our business operations.  Portfolio reviews, email updates, quarterly newsletters, and frequent personal contact help our clients know where they stand with their financial goals and objectives.

The most important ingredient in our success has been the trust, confidence, and loyalty of quality clients. 

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