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Harmonizing Goals With Results

Consultative Approach
Vast Capabilities
Commitment to Relationships

We understand what is truly important to each client and tailor a specific plan to their needs.


By collaborating with other professionals, we are able to serve as a single point of contact ensuring our clients feel confident about their financial future.




Our knowledge, teamwork and specialization bring perspective to our sound strategies.  Leveraging our experience, allows us to consistently learn and evolve.


By providing each customer with a customized portfolio and plan, clients know they have a centralized source of trusted advice.

We are committed to a high level of accessibility, responsiveness and follow-through in communicating with clients on their financial progress.


We personally engage each client which we believe creates comfort and trust that comes from a long term relationship.


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Contact Us



 (330) 434-2000



(330) 665-1515

4100 Embassy Parkway
Suite 100
Akron, OH 44333-1783