Our Story

We’re a family owned and operated wealth management company.  Through the intentional limit to our number of clients and our size, we build personal relationships with our clients who share our philosophy of developing and following a long-term strategy rather than focusing on reacting to short-term market events.  We are in the financial service industry, but we are in the business of helping others.

Our Mission

Our priority is to help our clients take care of themselves and their families.  Through The RFS Process, we help our clients Reach for Financial Success. 

This method allows us to learn about a client and their personal situation.  By doing this, we help them identify their life dreams and financial goals, while developing a personal financial game plan keeping their goals in mind.  Through this approach we help them implement their personal plan and keep them on track with periodic reviews.