Sophisticated wealth management to serve your individual needs

For 18 years we have been helping clients navigate the ever-changing investment environment, enabling them to achieve their financial goals.

We understand that serving clients’ financial and investment needs begins with building strong, lasting relationships. As a family business, we have a very personal commitment to our clients. We recognize the importance of every client’s unique needs and pride ourselves on providing highly individualized service and outstanding attention to detail.

COMPREHENSIVE PLANNING

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Investment Strategies

 

Longevity Planning

 

Portfolio Management

 

Financial Planning

Retirement Planning

 

Get to know Our Team

James Schikkerling Bio Image
James Schikkerling, CFA
Portfolio Manager
Dave Holz Bio Image
David Holz
Sales Assistant
Stephanie Schikkerling Bio Image
Stephanie Schikkerling
Client Service Coordinator

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham

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