You Earned It. We Help You Manage It.

    You have worked very hard to earn your money and Bill believes your investment advisor should work just as hard. He believes Investment management is about service, and being available to his clients when they need him is his number one priority.

    Bill offers a wide range of strategies and services to help you manage your portfolio, build a financially secure future, and make prudent fiscal decisions.

    Investment Management

    Bill doesn't chase the latest hot stock or fad because he believes an essential, time-tested approach to investing never goes out of style. With his Chartered Financial Consultant®, Chartered Retirement Plans Specialist, and Chartered Life Underwriter® certifications, you can be comfortable that Bill not only has the practical but also professional experience to guide your financial decisions.



    We provide a full array of investment management services for individuals and families.



    We work closely with foundations and endowments to assist them with their investment needs.

    An economist at heart, Bill constantly has his eye on what’s happening in the economy, and he’ll help you understand how it will impact your portfolio.

    Financial Planning

    Whatever your goal, Bill is the straightforward, down-to-earth advisor who can help you persue it. Whether you want to manage your wealth, help fund your child’s or grandchild’s education, protect what you’ve worked so hard to build, or other long-term goals, Bill can help.

    Your money is personal. That’s why when it comes to your financial future, you don’t want to leave it up to a mobile app or a big, impersonal institution.

    Long-Term Care Insurance

    Long-term care insurance helps to provide coverage for people who require care in a nursing home, home health care, or assistance with the activities of daily living.

    • According to the U.S. Department of Health & Human Services Administration for Community Living, the average cost of a semi-private room in a nursing home is $6,844 a month.
    • About one in seven people will need care for five years or more.
    • Someone turning 65 today has an almost 70% chance of needing some form of long-term care in their lifetime.

    Business Retirement Plan Consulting

    When you work with us, you’ll get personalized consulting from a retirement plan specialists who is committed to designing a plan that meets your objectives and helps your employees achieve their long-term goals. Bill realizes there is no one-size-fits-all retirement plan solution, so he tailors his support and services to fit what’s best for you and your company.


    Experienced Guidance

    Serving as an extension of your HR department, Bill will simplify the management of your plan.


    Investment Support

    We help you draft an effective investment policy statement and make sure that you offer a range of suitable products.


    Fiduciary Knowledge

    We follow a disciplined process that ensures your plan is operating within the latest fiduciary guidelines.


    Financial Wellness

    We help your employees plan for today and save for their future with a focus on financial wellness.