We are an independent financial services practice offering clients an array of investment, retirement, insurance and estate planning services. Our specialties include socially responsible investing, customized portfolio management and the integration of charitable giving in an estate plan. We are knowlegeable and accessible, offiering decades of financial and securities industry experience in a comfortable, hometown setting.
We obtain all office products and services from locally owned businesses. We buy recycled products whenever possible. We recycle all paper products. We frequently walk, bus or cycle to work. We practice engery efficiency through programable thermostats. We provide a loving home for two hard-to-adopt cats from the Humane Society of Western Montana.