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Our History

Client Centered

For many years, our advisors worked primarily to help taxpayers comply with tax laws and avoid hefty tax liabilities. We found that we can help clients more by guiding clients to more appropriate from a tax standpoint.

“I started helping clients after seeing the frustration many endured due to the additional taxes their previous financial advisor created by not fully understanding the tax implications of the investments they were recommending to clients. By providing our clients with both tax planning and wealth management, I try to be more effective in helping them in the pursuit of their long-term financial goals.” --Jim Denton, CPA, Wealth Management Advisor