Client Services

Comprehensive Financial Planning

Asset Management

Tax Strategy

Risk Management

Estate Planning and Wealth Transfer

Our Mission

Our mission is to educate as many families as we can on the need for a true comprehensive financial planner. Together we will develop a client-advisor relationship built on trust and integrity to make the right financial decisions for you and your family. We achieve this by regularly scheduled communications. Whether you handle the finances for your family or not, we work closely with each partner. By doing so, we take the worry out of your finances. We will be there for you, your children, and your children’s children.

Our Team


Jim Bridges

Managing Principal

Summer Roberts

Managing Director | Portfolio Manager