Clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise. Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.


 Rob was an invaluable resource to me in solidifying a financial plan that kept my mind at ease through the recent financial crisis. I would recommend him to anyone who wants a responsive, knowledge, and truly caring advisor who will stick with you for the long run! 



 Rob has worked with me for many years, has kept me focused on the long term and coached me not to be distracted by short term events and news in the media. This has served me well over the past few years. Rob has always taken the time to explain anything I could not understand, and genuinely cares to make sure everything is explained. 



 Rob takes the worry out of financial planning for me. Prior to having Rob manage my financial well-being, like many I thought I could do it myself and then the dot com bubble hit. It's a comfort to know I have him looking out for my future now. Rob is extremely knowledgeable and a trusted advisor.