We are always here for you, and handle your affairs personally. We don’t farm out services, which we believe is rare these days. Anytime you call, one of us will be here to talk with you and answer your questions.


Your financial situation is unique, and deserves an investment strategy tailored to your wants and needs. We invest a great amount of time in our clients so we can truly get to know you — and know your family, too.


Our family-owned and -operated business offers an incredible wealth of experience. James L has been advising clients for 47 years, while his sons James and Neil have been doing it for 20 and 12 years, respectively. We work as a team, and look forward to serving you for years to come.