Broker Check


August 15, 2023

Great acts are made up of small deeds. – Lao Tzu


As we celebrate our one-year anniversary, we want to send out a gracious and heartfelt Thank You. Like many milestones in life, we’re presented with an opportunity to reflect, celebrate successes, learn lessons from missed marks, recalibrate, and resume.

This past year has seen changes in our staff, as well as our broker dealer (Sagepoint is now Osaic), but we’ve never lost sight of our primary aim: to offer quality, data-driven advice to help realize your goals in the most efficient manner possible.

Current market and economic environments continue to be fraught with unique challenges, as well as interesting opportunities. Our job is to help you navigate through the noise and see a clearer path to where you want to be.

As we continue to expand, offering new services and novels ways to enhance your experience, we wanted to take a moment to thank you for your continued reliance and confidence in choosing us to be your trusted resource through your unique financial journey.  

Onwards and upwards!