Customized Personal Service

Our Mission is to provide each of our clients with disciplined asset management, strong performance, and unparalleled service and support.  Our Process emphasizes client service at every stage and results in an individualized action plan and asset allocation model based on your specific goals and objectives.
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Comprehensive Wealth Management

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Industry Recognition

Barron’s Magazine recognized Tim Grimes as one of the Top 100 Independent Financial Advisors in the country for 2009, 2010, 2011, 2012 and 2013. Bloomberg Magazine / Wealth Manager has recognized us as one of the top Wealth Managers for the past 8 consecutive years. 

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