Our Passion is
creating wealth for you.

Our mission is to build and maintain wealth for our clients with superior performance (given returns and commensurate with risks).

Who We Are

“Our value proposition is our performance.”

We work hard to create wealth. That’s our job. So you can be better prepared…for retirement, for financial emergencies…for opportunities. And our goal is not to get you TO retirement, but to get you THROUGH it, to make sure you have enough to achieve your goals and live out your plans.

Who We Are

Performance Matters

Life is like a roller coaster with ups and downs. We believe that performance gets you to higher highs and cushions the downs. The reason you take the risk of investing in stocks and bonds is to have the security that increased performance brings. We expect there will be turbulence in the market so we want to provide the added cushion that higher performance creates. We believe we do that while minimizing the associated risk. We are expanding our advisory team, drawing from Mike's philosophies and strategies to invest in the next generation of advisors. We’re not only proud of our performance, but also how our returns compare with others in the industry. Check out our real performance.

$1,583,177

$500,000 invested at a 5% return for 25 years will result in $1,583,177.

$5,417,353

That same $500,000 invested at 10% for 25 years will return $5,417,353.

$16,459,476

However, if you could manage an exemplary 15% return for 25 years, your investment will return $16,459,476.

Calling someone who trades actively in the market an investor is like calling someone who repeatedly engages in one-night stands a romantic. The stock market is designed to transfer money from the active to the patient.

Warren Buffett