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We are a fee-only wealth management firm committed to providing high level planning and investment management for our clients.

Contact Information

Reach out. We would love to hear from you and see how we can help.

40047 Highway 41, Suite B, Oakhurst, CA 93644


Mon - Thu: 9:00 AM – 5:00 PM
Fri: 9:00 AM – 1:00 PM


Check out our Forms ADV and Part 2.

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Consultations are free of charge.

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