To err on the side of caution is no error to us

We believe we've proudly upheld our role as vigilant stewards of our clients' assets for over three decades now. That means we’ve ignored the trendy investment of the month hundreds of times – and counting. We’ve quietly gone about our business delivering simple, straightforward, transparent money management.

Our greatest duty to our clients is the preservation of the wealth they have so carefully accumulated: to strive to provide a reliable stream of income so they can maintain their well-earned retirement, and to help them leave a legacy to their loved ones.

Comprehensive Planning

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Business Planning

You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.

Meet your team

Alan Lazzara Bio Image
Alan A. Lazzara, CFA®
Managing Director Senior Vice President, Investments
James Yonker Bio Image
James Yonker, CFP®
Senior Vice President, Investments
Leah Baker Bio Image
Leah A. Baker, AWMA™, CFP®
Senior Registered Client Service Associate
Megan Berning Bio Image
Megan W. Berning
Senior Registered Client Service Associate

CONSERVATIVE Investment Approach

Portfolios designed for the preservation of wealth

ATTENTIVE Client Service

Enjoy the highest degree of personal service

EXPERIENCED Financial Guidance

Applying our decades of accrued knowledge
It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.
Robert Kiyosaki

Information & insight

Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
Beyond education savings, these plans can work for you - not just your kids.
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Family & Lifestyle
With persistent inflation and a resilient economy, the Fed's updated projections show two rate cuts next year.
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During the holidays, giving is often top of mind. Discover how to make it a lasting part of your future plans.
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Estate & Giving
Take action during an overwhelming time with this quick guide.
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Family & Lifestyle
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Plan with precision

 

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