Sometimes we buy
moose heads.”

We manage sophisticated portfolios of stocks, bonds and real estate. And sometimes we buy moose heads.

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We do whatever you need for us to do, period. Sometimes our clients’ needs point us toward tasks beyond the scope of the expected.

For example, tracking down the perfect moose head for your rustic vacation home, or maybe even tracking down the perfect vacation home. We’ve also been known to browse dealership lots and online listings for the perfect automobile. Do you have a rapidly growing small business and need assistance with business valuation or sale? We can help with that, too.

We work to ensure that our relationship with each client is close enough that they’ll not only trust us to manage their investment portfolio, but they’ll call us to ask what we thought of the Fed chair’s latest press conference. Or maybe they’ll ask us to sit down with their adult children to talk through the purchase of a starter home.

We truly serve our clients, and we hope to count you among that select group.

Typical Services

  • Professional Investment Management
  • Privately-held Business Consulting
  • Asset Allocation
  • Financial & Estate Planning
  • Tax Planning
  • Tax Preparation Assistance
  • Banking & Credit Management
  • Insurance Coordination & Evaluation
  • Charitable Planning & Support

Client Profiles

We work with clients with a diverse set of needs.

  • Business Owners
  • Professionals
  • Executives
  • Families
  • Charities
  • Small Businesses
About the team