About Us

Impossible to be all things to all people all the time. Some organizations have been successful because they offer limited choices. Personally I prefer a restaurant with limited menu selections.
We like to take a clear and common sense approach to our activities. The problem today with respect to common sense is that it isn’t so common.
Warren Buffett’s humorous observation about investing “You only have to know two things about investing: Number One -don’t lose money. And number two – don’t forget number one.

Our three main core competencies in our menu are:
a. After a complete…….
b. We assist in the management …….
c. When a need exists …….
7. Wealth Management encompasses the coordination and integration of the extensive information provided by completion of the Confidential Ferndale Wealth Advisor, LLC Investor Profile and Questionnaire. With data provided and extensive conversations with the client, we are in a position to initiate the process of creating a customized solution to the clients expressed objectives and tolerance for risk.
8. I believe that individuals in the accounting and legal professions are best suited to provide Comprehensive Financial Planning and Estate Planning. In most cases our clients are well represented with professional advisors, however, when the need exists we have several well respected accounting and legal professionals we can recommend.
9. I’m grateful for the many years of support and confidence I have received from my clients
10. We like to define the challenges confronting our clients and work toward solutions and ideal outcomes. When the problems are too complicated you must think about three things;
a. Get the cow out of the ditch
b. Find out how the cow got into the ditch
c. Make sure you do whatever it takes so the cow does not go into the ditch again.