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Independent Financial Advice | Guidance | Investment Management

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For more than 30 years we have been advising clients on investments, insurance, retirement, income planning, tax planning, estate planning and all the related components of their financial lives.

We are a small team of independent, professional financial advisors able to draw on the full resources of a major registered investment advisor as well as our own experience and training. Without ties to proprietary products or corporate hierarchies, we offer the benefits of informed, objective counsel, personal attention and clear, candid communications.

For investments, our long-time market professionals offer a choice of prudent advice or full portfolio management.

For financial planning, our disciplined process is designed to help clients achieve the objectives they set for themselves. We even help articulate these.

For every client, a Lampe principal with a thorough knowledge of the objectives and financial situation provides advice and guidance, plus timely, readable reports tailored to the individual or family.