Our Company

Using a "team approach", we take time to understand each individual's financial and family situation, lifestyle needs, goals and dreams. We view each client relationship as a long term commitment that is based on mutual trust and equal value.

As a team we offer:

  • First, a complete financial plan which is tailored to your specific objectives, risk profile and circumstances. 
  • Second, an investment strategy that provides long-term growth with the emphasis on preservation of capital.
  • Third, consistent communication and our very best advice specific to your needs.

As your wealth grows, your needs become more specialized. The accumulation of wealth is not, after all, the end of your journey but rather a new start. Generally, this is the time to seek the comfort that comes from knowing everything you've worked to acquire will be managed, preserved and transferred according to your wishes. As a team, our goal is to help you take advantage of the opportunities which are best for your specific situation.

Tressa Rockwood and Barbara Stone
Financial Advisors