Our Clients

We commit to making a real difference in our clients’ lives. Our clients are people who have accumulated significant assets or those who are serious about doing so. Our clients are seeking trustworthy financial advice and are comfortable delegating the day-to-day management of their investments to us. We invite you to a conversation; to determine if we are a good fit for one another.
“I think investment psychology is by far the more important element, followed by risk control, with the least important consideration being the question of where you buy and sell.”

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.


  • Phone:
    (419) 355-0279
  • E-Mail:
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