• Who We Are
  • Services
  • Our Philosophy
  • Our Advantage
  • Resources
  • Contact
  • Who We Are
  • Services
  • Our Philosophy
  • Our Advantage
  • Resources
  • Contact
  • Who We Are
  • Services
  • Our Philosophy
  • Our Advantage
  • Resources
  • Contact

A good game plan is nothing without a good coach.

A good game plan is nothing without a good coach.

Right after the first meeting with our clients, we send them a communication profile—a sort of personality test—to fill out. Why? Because there’s more to you than just your finances. 

When we say we want to really get to know our clients, we truly mean it; we want to gain a deeper understanding of your values before we even begin taking a look at your portfolio.

That’s also why we prefer taking on a smaller number of clients. Not because we don’t like to help, but because of the opposite: we want to make sure each client is receiving the care and attention they need.

You won’t follow a streamlined 3-step process with our team. . .but we see that as a good thing.

It's time to start creating value that lasts.

Reach out today and let us help you move from success to significance.

Let's Talk

It's time to start creating value that lasts.

Reach out today and let us help you move from success to significance.
Let's Talk

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Investment Advisory services offered through Saxony Capital Management, LLC, an SEC Registered Investment Advisor. Securities offered through Saxony Securities, Inc., Member FINRA/SIPC.

A broker/dealer, investment advisor, BD agent, or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's broker/dealer, investment advisor, BD agent, or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment advisor, BD agent, or IA rep that involve either the affecting or attempting to affect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's broker/dealer, investment advisor, BD agent, or IA rep requirements, or pursuant to an applicable state exemption or exclusion.