Welcome

We are in the business of tailoring customized growth and income strategies. We use a broad portfolio of strategies for clients with an average of $250,000 in investable assets, including:

  • Annuities
  • Fixed income
  • Managed accounts
  • Mutual funds
  • Short term and cash equivalents
  • Equities
  • Managed futures
  • Retirement income preservation and planning
  • Concentrated single equity - income, hedging, deferral of capital gains
  • Private equity
  • Hedge funds
  • Oil and gas partnerships
  • Private real estate trusts
  • Structured notes
  • Trusts
  • Life Insurance
  • Estate

Often times our approach is best utilized if you are transitioning or approaching retirement. We can help you invest conservatively, reduce your exposure to taxes, meet your insurance needs and provides a plan to successfully transfer your wealth to your children and grandchildren.

If this method sounds appealing, we invite you to spend some time exploring this site. We also welcome the opportunity to hear from you.

If you have questions about your financial situation, please do not hesitate to contact us online or give us a call. We look forward to meeting you, understanding your objectives and creating a customized strategy.


Sincerely,

Matthew T. Lawson, CRPC® - Managing Partner
William F. Winchester III, CRPC® - Managing Partner