Proximity (noun): the quality of being near in time, influence. Immediate nearness in place or alliance.

You and us. This is a close partnership. We share responsibility for setting goals and then achieving them. Because we believe that long-term, strategy-driven investing is the right way to reach those goals.

Be assured, you will understand what each investment is designed to do. How you’ll be able to monitor them. Exactly what the risks are - and what that actually means for you.

Our stock in trade is integrity and openness. So along with a sound plan that is custom-fit to your unique wants and needs, you’ll also have full transparency. One hundred percent disclosure. You’ll know whether there are fees, what they’ll be, why they exist.

Everything up front. Carefully laid out. Understandable. Forthright. This is how we operate. This is who we are.

Start the conversation. Click here to request an appointment.