Charting the Course

Client-Centered Fiduciary Asset Management

Personalized wealth management strategies and retirement planning for the way ahead.

Your Goals. Our Strategies.

Discover an array of services for all your financial needs. Fee only with no commissions.


Financial Planning & Investment Services

We work with you to create a plan to address specific concerns and reach your objectives. Learn how we tailor a plan to fit your personal goals.

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Retirement Planning

We believe that every client’s retirement plan needs to be customized to their unique goals, preferences and circumstances. Learn what it’s like to be confident in a retirement plan that was designed just for you.

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Portfolio Management

Portfolio management is about more than just buying and selling assets; it is about helping you achieve your financial goals. We are here to provide a personalized and flexible approach to managing your portfolio.

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Tailored Investment Appraoch

We treat each investor as a unique individual with unique financial goals. Our approach focuses on features to help you get more out of your investment.

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Meet Our Team

Put our experience and expertise at work for you.

How We’re Different

Over 40 years of investment experience has taught us that reliance on products and advice from outdated industry processes is not the way to go. We have spent decades acting independently in our clients’ best interests, and make investment decisions grounded in the real world and market experience.

Advice Matched To Your Business Goals

Your financial goals are our first commitment. Don’t invest in industries or investment selections that go against your philosophy or your wishes, but work with a financial advisor who puts you first. We offer our top selections based on your financial goals, such as cash flow or long-term growth.

Transparent Communication and Investing Decisions

Ask any questions regarding your portfolio management and work with an advisor who keeps you informed of any changes. We work with you to explain any unusual stock market activity and address any concerns you may with your investment strategy or specific investing decisions. Stay connected to your investment to understand where your money is going and how it’s helping you reach your financial goals.

Active and Experienced Management

Disciplined management matters. Work with an advisor that has the vision to reach your long- term plans. Don’t be misled by the daily changes and short-term picks of the market, but experience financial planning for the future. Contact us today to explore our financial planning and consultation services and see how we can help you craft a plan and actively manage your investment.

Connect With Us
Duane Bāzis

Duane Bāzis

President & Founder

Mary Bāzis

Mary Bāzis

Operations Manager

Rich McGinness

Rich McGinness

Senior Vice President

Tell Us How We Can Help You Today!

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