A Trusted Advisor. A Disciplined Process. A Lasting Relationship.

Owning America’s best companies and investing in “The Stock Market” are two very different things. Click below to read the full article. It’s a 5 minute read that is well worth it! To learn more, check out the full article below to hear what Nick Murray from First Trust has to say. Please don't hesitate to reach out if you have questions about your own situation or would like to discuss anything covered below.

How the wealthy and their advisors are harnessing the latest technology to legally reduce, and sometimes eliminate, their tax bill. To learn more, check out the full video below to hear what our Founder and President Erik Thompson has to say. Please don't hesitate to reach out if you have questions or would like to discuss anything we cover in the video. Source for Illustrations

Last Sunday night my wife and I went out to dinner with my parents, continuing an annual birthday tradition that we all look forward to each year. During the dinner, my parents explained to me that they were awoken early that morning by a loud noise coming from the sky. There was a aircraft that had just departed from Columbus Airport, and just as it made it over my parents house it happen to hit...