The investment business has never been user-friendly.  I wanted to build a practice that would serve clients the way I would want if I were the customer.  While it has taken years, and we continue to refine and improve, we have largely succeeded in reaching our goal.  We do for our clients what the big firms can only advertise that they do.  We know our clients, care about them, and in many cases, make a profound difference in their lives.  Moreover, we do it at a much lower cost than industry averages.  I wanted to build an investment practice that would not need to advertise or solicit for business.  I wanted clients to be so well served that they would stay with us for years, and be our only marketing department by recommending us to others.  The results have exceeded my expectations.

Someone you know and trust probably sent you here. Please take a moment to learn more about us and see if we might be right for you.

"All success comes from doing the right thing for the client"

Brent Forrest



Whats New - Updated as of  February 22, 2017

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Our Commitment to Clients

We are dedicated to offering a select group of families and individuals an exceptional investment and retirement planning experience tailored to their needs. Our strategically managed portfolios are designed to get you to your destination whole. We pledge to know you as a person, not as an "account" and to communicate good service with integrity and courtesy. We deliver the best we can at reasonable, competitive costs; knowing that both parties must profit to maintain a lasting relationship.

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