Code of Values

Our clients' comfort and happiness are very important to us. Whether you are visiting the office, corresponding by mail or e-mail, or calling us on the phone, you deserve a timely response to all inquiries.

Our Code of Values
Our clients are not dependent on us; we are dependent on them.

Our clients honor us by giving us an opportunity to earn their business.

Our clients' privacy is paramount. We will hold in strictest confidence,
and consider as privileged, all business and personal information pertaining to our clients' affairs.

We will conduct our business according to the highest standards of honesty, integrity, and fairness.

We will invest any funds you entrust us with in a prudent, ethical manner consistent with your financial goals.

We will provide independent advice and recommendations, placing our clients' interests first.