Our Wealth Management Services program ("WMS") is an integrated blend of professional investment management and innovative financial planning.

A few comments from Jay H. Cowles, CFP
“I’ve been in the investment management industry since 1977. I focus on managing balanced investment portfolios that are structured to minimize losses and generate solid, wealth-building investment returns.”

“I provide clients with an intelligent process for achieving their goals. I help them get clear about their situation and create a thoughtful balance between current lifestyle and future goals.” 

“Take a  cost-benefit approach when deciding whether to work with a financial advisor. Can the advisor provide value?  Will you be able to look back, years from now, and feel that working with the advisor was a smart investment?”


Our Wealth Management Program
Our Services Why Wealth Mangement? Approach to Financial Planning Managing Your Investments Our WMS Program FAQs Our Services Why Wealth Management? Approach to Financial Planning Managing Your Investments The WMS Program FAQs
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