Our Philosophy

We conduct business based on the belief that:

-Relationships formed are both long-term and permanent.

-The nature of our business is  predicated on the principle of “Serving First and Continuously.”



We are committed to:


  • Providing quality financial planning services in combination with superior asset management services and a client-centered array of financial products .*
  • The pursuit of excellence, insistence on quality and adherence to high ethical standards.
  • Providing the framework and environment for positive decision making with an emphasis on client goal achievement.




* Financial Planning and asset management offered through SagePoint Financial, Inc