Attention to detail is our core capability

Our principal belief is that everything begins with a well-designed financial plan. We’re highly adept at seeing the big picture of your financial life, and then addressing all the details that make the plan work – including identifying and addressing any gaps that may have previously been overlooked.

The members of our team work together to diligently apply their decades of cumulative industry knowledge and experience to skillfully analyze, research and strategize on your behalf.

Our goal is to serve as your trusted financial partner and thoughtful investment mentor, and transform your current success into a plan designed to move you toward the future you envision.

Meet our Financial Team

Doug Gates

Senior Vice President, Investments

Julie De Armond

Senior Client Service Associate

Attention to detail is our core capability

Meet our Financial Team

Price is what you pay; value is what you get. Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down.

While enthusiasm may be necessary for greater accomplishments elsewhere, on Wall Street it almost invariably leads to disaster.

Far more money has been lost by investors preparing for corrections or trying to anticipate corrections than has been lost in corrections themselves.

Be fearful when others are greedy; be greedy when others are fearful.

In investing, what is comfortable is rarely profitable.

The four most dangerous words in investing are: ‘This time it's different.’

If you have trouble imagining a 20% loss in the stock market, you shouldn't be in stocks.

In the short term. the market is a voting machine. In the long term, it is a weighing machine.

You make most of your money in a bear market; you just don’t realize it at the time.

Wall Street people learn nothing and forget everything.

Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.

In this business, if you’re good, you’re right six times out of 10. You are never going to be right nine times out of 10.

Compound interest is the eighth wonder of the world. He who understands it, earns it; he who doesn’t, pays it.

The most important quality for an investor is temperament and not intellect.

It is better to be roughly right than be precisely wrong.

Attention to detail is our core capability

Meet our Financial Team

Price is what you pay; value is what you get. Whether we’re talking about socks or stocks, I like buying quality merchandise when it is marked down.

While enthusiasm may be necessary for greater accomplishments elsewhere, on Wall Street it almost invariably leads to disaster.

Far more money has been lost by investors preparing for corrections or trying to anticipate corrections than has been lost in corrections themselves.

Be fearful when others are greedy; be greedy when others are fearful.

In investing, what is comfortable is rarely profitable.

The four most dangerous words in investing are: ‘This time it's different.’

If you have trouble imagining a 20% loss in the stock market, you shouldn't be in stocks.

In the short term. the market is a voting machine. In the long term, it is a weighing machine.

You make most of your money in a bear market; you just don’t realize it at the time.

Wall Street people learn nothing and forget everything.

Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.

In this business, if you’re good, you’re right six times out of 10. You are never going to be right nine times out of 10.

Compound interest is the eighth wonder of the world. He who understands it, earns it; he who doesn’t, pays it.

The most important quality for an investor is temperament and not intellect.

It is better to be roughly right than be precisely wrong.

Pursue your priorities Support your goals with time-tested financial wisdom.