Whether you are a prospective client interested in the services that my firm has offered clients for over 15 years, or an existing client simply checking back to see "what's new", I hope this web-site provides you with the information you are looking for. My firm's mission is simple:
"To provide you with comprehensive and trustworthy advice that empowers you to efficiently utilize your financial resources so that you may live your ideal life."
Simply put, we provide comprehensive financial planning and investment planning services to clients who generally have at least $750,000 of invested assets. Yet despite our firm's tremendous growth, we've never lost sight of what's important in life. At the end of the day, no matter your occupation or role in life, you must be able to put your head on the pillow and know that you have done "the right thing". For over a decade we have strived to do just that.
If you are a prospective client, I encourage you to learn more "About Us", "What We Offer", "Who We Serve", and ultimately "Why Choose Us". If you are interested in scheduling a complimentary consultation, or if you have additional questions or concerns, please feel free to call or e-mail me.
Craig DuVarney, CFP