Broker Check

What's in a Name?



Tungsten is one of the most unique metals found on planet earth.  It is used for it's high melting point, resilience, and most importantly the ability to absorb vast amounts of energy and transform that energy into light. For this reason, after experimenting with thousands of other elements, Thomas Edison chose Tungsten as the best option to use as his filament in inventing the light bulb. 

We think this is a great metaphor for how we work with clients.  We believe you are the keeper of your financial story and we are here to give that story light, clarity, and purpose. We believe in process over product, proactively addressing your needs and acting with integrity, trust, and respect in a true fiduciary manner.