109 Mountain Brook Drive
Protect Your Nest Egg Through Volatile Markets
Our investment strategy is designed for predictable, stable, and increasing income regardless of the sequence of market returns.
Reliable Income With Less Worry
Worry less about retirement planning and spend more time with the ones you love.
You’re More Than Just a Number
At our firm, you’re more than just a number or portfolio. We get to know you and your goals.
Forge Your Path
Our investment approach helps you visualize where you are today and where you want to be in the future by providing an enhanced level of security and sustainable income.
At our firm, your investments are managed by our in-house team and we give each and every client the time and attention they deserve. To us, you’re not just a number - you’re family.
We believe in active management, which means that we are always evaluating your portfolio and making changes that are aligned with your goals.
We reduce fees by cutting out the middle man and help you overcome the most common retirement planning obstacles. This means more significant income and better returns.
Our focus is based on intently discovering your financial goals and guiding you on the path to financial freedom.
“Price is what you pay. Value is what you get”
- Warren Buffett
Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.
Many advisors turn to turnkey asset management programs or mutual fund portfolios that aren’t catered to their clients’ needs and come with high, unnecessary fees. At our firm, we hand-select the companies we invest in, rather than rely on cookie-cutter templates. This allows us to focus on the best of the best to provide you with a predictable, sustainable retirement strategy.
We invest in companies that have a long track record of paying and increasing dividends every year. Our investment approach addresses our clients’ most pressing concerns, controlling volatility and maintaining a predictable income.