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Mission Statement


                             "It's your money, and principal preservation is foremost to you, quickly followed by income produced and growth of your assets.  You want to earn more but you take extra caution to limit imprudent risks that could jeopardize your principal longer term."

You need a financial advisor who has confidently navigated numerous business and economic cycles and has earned the credentials and experience of a world class professional.

With over 30 consecutive years of financial securities management for individuals and institutions, Jim Tappan and his investment team now offer you a comprehensive, personalized program designed similar to the ones we've built for other investors with significant assets.  We offer a unique combination of Strategic Time and Dynamic Diversification portfolio management methods, all within the frame work of an individualized investment policy.

Our goal, simply put, is to help you build and preserve your wealth. 



Disclaimer: "Investing involves risk including the potential loss of principal. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio in any given market environment. Investment strategies, such as asset allocation, strategic timing, or portfolio rebalancing cannot guarantee a profit or protect against loss in every market environment. Past performance is no guarantee of future results.  Please note that individual situations can vary.  Therefore, the information presented here should only be relied upon when coordinated with individual professional advice." 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck