John Locke said that “no man’s knowledge can go beyond his experience.” The comprehensive strategies that we employ have grown out of our founder Don Harrison’s three decades of experience helping his clients achieve their goals. The lessons that he has learned about prudent planning and diversified investing are invaluable to our entire team and to our clients. Many of Don’s original clients – and their children and grandchildren – still place their trust in us, a strong testament to the enduring value of this experience.

Diversification does not guarantee a profit nor protect against loss.


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