Before we invest

Our team must first create your financial statements, perform a risk assessment, project your lifetime income needs and review your tax picture before we invest.

We are fee-only investment advisors

We are associated with Allegheny Investments, Ltd. They are a Registered Investment Advisory (RIA) firm. This means that we are fee-only advisors. We cannot use commission-based products.

When we meet with our clients 

We meet with our clients a minimum of twice a year. The mid-year meeting is investment portfolio review and budget planning. The annual meeting is investment portfolio review and tax planning. We also meet with clients at anytime when the need arises.

More information can be found at the Allegheny Investment, Ltd. website.