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(805) 592-1221

Our firm is operating without disruption with normal hours and full functionality.  Although in-person meetings are prohibited due to the "Shelter at Home" Order, we can conduct strategy meetings leveraging technology.  We are here to support you in this challenging time.

Invest with Anticipation rather than Apprehension


Like any journey you embark on, mid-course corrections are often required to offset drift that occurs.  We serve as the lighthouse to guide your voyage forward, help stay your course, and navigate through rough waters and storms.

Your financial independence is a discipline, not a destination.

Your success in investing will depend in part on your character and guts, and in part on your ability to realize, at the height of ebullience and the depth of despair alike, that this, too, shall pass. - John Bogle

Your Priorities

Your Priorities

We offer a full array of services to empower clients to pursue their aspiration in life, may it be a work-optional lifestyle, secured family investment legacy, or retirement with anticipation rather than apprehension.

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Our Core Beliefs

Our Core Beliefs

Our clients receive a valuable stewardship service and a collection of time-tested strategies, through processes that have been refined over time.

Who We Are
Our Processes and Strategies

Our Processes and Strategies

Our processes and strategies are personalized and executed with predictability to service multi-generational households.

How We Work
Your Risk Tolerance

Your Risk Tolerance

Let's objectively pinpoint the risk that is appropriate for your time horizon.

Understanding you helps us align your preferences with your portfolios, calculate the probability of achieving your goals, and build a map to success.

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You Are Our Most Valuable Investment

Our mission is helping you take care of yourself and your family. We want to learn more about your priorities and personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.