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Wealth Managers 2022

Financial Planning

We build financial plans to solve your problems.

Payroll and Tax Returns

Our tax division does personal and corporate tax returns as well as payroll and bookkeeping. In some cases, we provide some services free of charge. 

Asset Management

We manage your money for you – with real-time access to your accounts via a phone app. 

Recent Updates

Monthly Market Update — March 2022

Monthly Market Update — March 2022

Market Performance SummaryAfter most asset classes cruised to solid gains in 2021, the first quarter of 2022 has been much more challenging for markets. All major asset classes were negative for the first quarter of 2022, but March brought some reprieve from the...

Weekly Market Update – April 1, 2022

Weekly Market Update – April 1, 2022

Quick Takes The S&P 500 and Nasdaq closed higher to extend their consecutive weeks rally to three, the first three-week win streak since November 2021. Still mixed economic news and mixed news from the Russia-Ukraine hostilities made for yet another choppy week of...

Weekly Market Update – March 25, 2022

Weekly Market Update – March 25, 2022

Quick Takes The broad U.S. equity indexes closed higher for a second week in a row, with the S&P notching its best two-week performance since late 2020. A rebound in technology led to the relief rally, and the Nasdaq Composite advanced more than +10% over the last...

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