Investment management services are offered through U.S. Asset Management, a Member of Advisory Services Network, LLC. We manage your assets according to your financial plan and/or your specified needs. We provide this service with a fiduciary duty of care to act in your best interest and your investments are held with a nationally recognized custodian – not directly with our firm. We simply act as the “coach” calling the plays and the players on the field at the appropriate time.

The world is changing rapidly. For instance, interest rates and inflation are rising rapidly for the first time in 40 years. This important development may be a challenge for “buy and hold” advisors who grew accustomed to falling rates and stable inflation. We see our job as requiring adaptability to a changing environment coupled with constant learning in an effort to seek solid returns. If you have concerns about your investments, we invite you to a complementary second opinion to assess your situation.