A disciplined, time tested, philosophy that reflects our core belief that risk should be given as much consideration as potential reward. Emphasis is placed on the creation, implementation and management of customized solutions that meet the diverse wealth objectives of our clientele.


The continuous process of identifying and achieving your life goals through the proper management of resources.


Concierge services for customized credit solutions, specialty financing, liquidity services and banking services.



December 1, 2017

Blurring the Lines

How much are investors really paying Wall Street? Surveys from groups such as J.D. Power & Associates report that well over half of all investors don’t know how much they… Read more


February 20, 2018

The (relative) Wealth of Nations

Annual Adjusted Wages for Cost of Living The U.S. is much wealthier than the rest of the world when adjusted for the cost of living in each country.  It is… Read more


November 1, 2017

The Hanover Advisor – Newsletter November 2017

It’s no secret that living with a severe disability can result in an individual or family often incurring monumental expenses. These extra costs go far beyond just the additional medical… Read more


November 1, 2017

Investment Commentary – November 2017

President Trump and his new cabinet have proposed an ambitious agenda. They propose a sweeping overhaul of the tax code, claiming it will be the largest comprehensive change to the… Read more