Regarding Covid-19 Shelter-in-Place: Read More

In Loving Memory, Bonnie Jean Bonetti-Bell, 1945-2019
In Loving Memory
Bonnie Jean Bonetti-Bell
We have been proudly serving clients as a fee-only fiduciary since our founding in 1991.

Investment Management

We start by listening. We get to know you, who you are and what is important to you. From there, we analyze and design portfolios that are specific to your needs. We are proud to offer a broad inventory of investment strategies, and often use these in tandem...

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Financial Planning

It is not possible to accurately predict the future – which is why it is so important to plan as best you can. A financial plan is both a guide and a map that should be revisited over time to assess what is working and what is not...

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Career/Life Coaching

The questions of investing and financial planning are inherent in career development as well: What's working? What's not?
What’s next? We believe that your career should be considered one of your most important...

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This Month and a Look Back on the Decade
January 3, 2020

Now that 2019 has come to a close, it’s appropriate to consider what we can be grateful for. This month, …Read More

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Market Resilience
December 4, 2019

With less than 30 days until the new year begins, investors who stayed the course have been rewarded for …Read More

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What Will Make Up the Content of Your Days During Retirement?
July 15, 2019

Depending on how close you are to your planned retirement date, the above question will be either frighteningly urgent, or so far in the distance …Read More

Market Analysis

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COVID-19 and February’s Market
March 4, 2020 After an initial rise and pullback in January due to Coronavirus fears, U.S. stocks followed a …Read More


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529 College Savings Plan Resources
November 1, 2019 529 Education Savings Plans are a meaningful topic for parents, grandparents, and anyone else who …Read More