Broker Check



Our 2021 Market Outlook webinar is now available for replay on-demand. Click on the image below to watch.

Personal Finance and Wealth Management

As we anticipate continued short-term volatility, we advise you to remain focused on your long-term goals and ensure your investments are diversified to avoid having too much risk exposure to any one asset class or security. Our team of investment professionals are working relentlessly for our investment clients, monitoring both news about the virus and the market implications of the economic data. We will keep you informed with regular market updates. 

Whether it is discussing your portfolio, planning for your family's future or reviewing your insurance needs we can help.

2021 Tax Planning
Social distancing recovery dashboard (updated weekly) 
Financial Checklist
Protecting Your Finances During the Coronovirus Pandemic

Blog Updates

Past Updates - CARES Act

Given the complexities of the CARES Act, it is a great time to discuss any questions with your financial advisor and learn how your taxes and retirement situation might be impacted by the relief effort, tax bills and overall economic conditions.

Business Management

Navigating the uncertainty ahead can feel like a formidable challenge. Add to that the demands of running a small business in an environment when there doesn’t always seem to be a clear path or answers to the situations and questions you face, and you may find yourself feeling overwhelmed.

Please remember that we are always here to help, even if just as a sounding board, from one small-business owner to another.

Area where we can help

  • Manage expenses and create an interim plan to better protect you and your employees

  • Identify and manage business and personal risk exposure

  • Coordinate among CPAs, attorneys and other advisors

  • Develop comprehensive business continuity and succession plans

  • Recommend and implement customized investment, insurance, estate, and retirement planning strategies


Resources for Business Owners

  • Small Business Resources During COVID-19 - the Greater Arlington Chamber of Commerce has compiled a comprehensive list of resources related to the emergency legislation that provides relief to small businesses