Lifelong Investments

Your life plan guides your financial plan. It’s time to plan different.

We’re breaking the mold of financial planning

Our goal is to help you navigate the big financial moments differently by bringing you along for the ride. We can see where you haven’t been yet – and we know how to plan for that. Whether it’s retirement, aging parents or growing children, we’ve got you.

How We Partner

Our Process

We do two things very well: invest for all markets and inspire trust from our clients. 

Our History

We are committed to helping you get smart about the intersection of your money and your life.

Our Values

We keep a pulse on the market, allowing our team to navigate the major ups and downs.

Our Resources

We take a custom approach to every clients’ investment portfolio – every day.

Our Process

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

1.   Understand you, your situation, your goals

  • We take the time to understand your financial picture, dissecting your needs and your goals so you can invest for all markets.

2.   Create your plan, differently

  • We create your custom financial plan. This means looking across your assets, matching them to your goals – and educating you on the plan to get where you want to go.

3.   Build for you, your life

  • We do the day-to-day, with an intensive, completely customized portfolio management approach.

4.   Bring you along for the ride

  • We provide you with real, honest information about the market, and the moves we’ve made. If you don’t understand how we manage your portfolio – and why – we’re not doing our job.

Timely Tips

<p>Do Your Kids Know The Value of a Silver Spoon?</p>

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Learn More
<p>Investment Challenges of the Affluent Investor</p>

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Learn More
<p>Fallen Tree Damage&#8212;Who Pays?</p>

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Learn More
<p>Orchestrating Your Retirement Accounts</p>

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Learn More

Let's Get Started

Thank you!
Oops!