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Committed to Helping You Achieve the Highest Return on Your Investment

Welcome and thank you for visiting our website. In addition to providing you with a profile of our firm and the services we provide, this website has been designed to become a helpful resource tool to you, our valued clients and visitors. Our dedication to superior client service has brought us to the Internet as we endeavor to continue to provide the highest quality professional service and guidance.

As you browse through our website, you will see that we have highlighted background information on our firm and the services we provide. We have also included useful resources such as informative articles (in our Newsletters section) and interactive financial calculators (in our Financial Tools section). In addition, we have taken the time to gather many links to external websites that we think would be of interest to our clients and visitors (in our Links section).

Please feel free to contact us with any questions or comments you may have - we would love to hear from you. We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions.

SmartVault Information

Built with bank-level security, SmartVault offers a cloud-based, secure client portal and document management software. It makes it easier to request, gather, store, manage and share documents securely from wherever you are. SmartVault allows you to have a secure, private and authenticated online platform to share your documents with us and allows us to send documents to you in a more convenient manner. To receive an invitation to create your account, please e-mail us at [email protected] from your primary e-mail address.

SmartVault is an optional tool for our clients to access their tax returns and other documents.  It is also optional for clients to upload documents for tax season or other assistance.

***To create a SmartVault account, contact [email protected].***

***To create a SmartVault account, contact [email protected]***