Our Firm

We are a small firm with a complete suite of large firm tools and resources which permit us to deliver competitive and world class services to our clients while still retaining the friendly and unpretentious feel of a small family owned and operated business. We have found that the small independent business model provides the best platform for us to live out our core values of integrity, trust and service without compromise. We are just too stubborn to do otherwise.

We offer a free, no cost or obligation, one hour consultation for the sole purpose of determining whether or not there is a fit between your needs and our services. We will not establish a professional relationship at this meeting. We request that you agree to a subsequent conversation by phone 48 hours after our meeting to determine if there is a fit between us. This will allow us to focus on your needs during our meeting without the pressure of having to make a decision.

We seek long term relationships with our clients. Some of our current clients have been with us since 1983. Such relationships evolve over time to something special which goes far beyond the usual client/advisor relationship. It is not an exaggeration to say that many of our clients have become our friends and seem like family to us. We invite you to take advantage of our complimentary consultation to see if there is a fit between your needs and our services. We look forward to meeting you.

Securities and investment advisory services offered through Geneos Wealth Management, Inc.  Member FINRA/SIPC

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