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Carving Your Own Path

Smarter Investing & Tax Savings

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What Sets Us Apart

Creating a Plan for Your Money Through The Five Financial Tracks™

The “Track” in our name, OnTrack, is an acronym that speaks philosophical volumes about how we view wealth management as both art and science. Learn more about how we serve and help protect your wealth and future:

T R A C K

Tax Efficiencies

We constantly strategize best practices to mitigate and avoid tax liabilities when investing. We go a mile further than most advisors by planning and preparing your tax returns with a partner certified public account (CPA).

Risk Management

We manage investment risks on a continuum of conservative to aggressive. Each financial plan is subjected to sensitivity analyses matching your needs and risk tolerances together for the best financial results.

Aligned Interests

We are on the same team as you. As a fee-only fiduciary, we do not charge commissions or hidden fees. Instead, we win together as wealth grows. Our fiduciary obligations mandate we act exclusively in the best interests of you. We would not have it any other way.

Cost Conscious

Research tells us that a cost-benefit analysis when investing is critical to building wealth. As such, we scrutinize valuations, management fees and performance to ensure client growth is enabled– not thwarted– by costs.

Know-How

Without knowledge and the ability to execute on financial plans, missteps lead to quicksand. Our experience and approach places you on the right track for goal achievement. We understand technical data and combine it with financial therapy to enable long-term wealth growth.




Wealth Management Services

We are fee-only financial advisors and fiduciaries specializing in:


  • Investment Management

  • Retirement Plans

  • Tax Planning

  • Tax Returns

  • Estate Planning

  • Social Security Timing



Charles Schwab

Fortune World's Most Admired Companies

Investors Business Daily Most Trusted Financial Companies


Sleep sound knowing your assets are safeguarded with the best financial custodian





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