Thoughtful service and tailored strategies, with your needs at the center

Our practice was built to serve you. We take the time to get to know you, your lifestyle goals and values, as well as your concerns and past experiences, both good and bad. This allows us to tailor a plan consistent with your tolerance for risk and help propel you and your family toward the future you’ve envisioned.

When implementing a financial strategy, we leverage the full knowledge and experience of our team, conducting thorough research before hand-picking investments allowing us to provide the tailored, attentive service of a small firm with the breadth of resources and capabilities of a large corporation.

Our guidance is objective and independent, with your financial needs and preferences at the center of everything we do.

Please keep in mind that diversification and asset allocation do not ensure a profit or protect against a loss.

Our office intentionally looks more like a home. It’s designed to allow our clients to feel more comfortable. Many clients will stay awhile when they visit and enjoy a cup of tea or coffee and chat with us about their latest trips or adventures.
Danielle Blunt, CFP®, CDFA®; President, BWS; Financial Advisor, RJFS