We chose to name our firm investment counselling to emphasize the dynamic and interactive process we uniquely practice. We continually evaluate, monitor and actively manage our clients’ investments. We invest in individual stocks and bonds (as opposed to mutual funds), which allows us to maintain a healthy balance between protecting wealth and taking educated risks necessary to grow assets.
As clients move from one stage of life to the next we counsel them. We advise our clients on a variety of money matters such as retirement, education, estate planning, tax strategies as well as executive stock options and grants.
Outstanding customer service and honest client interaction has built a relationship of trust that endears us to our clients. Several clients have been with us for over 30 years.
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