Our Process

Distinct Relationships

We realize there is no “one size fits all” technique when it comes to comprehensive planning and portfolio management. Our advisors cultivate personal relationships with each client in order to anticipate important issues and serve as a coach for all matters involving their financial plan.

Your Values

Your goals and values are at the forefront of our personalized approach. Our team recognizes the importance of having clear, achievable goals. We will work alongside you to create and execute financial plans that enable an ideal, sustainable lifestyle while building toward your future ambitions.

Lasting Connections

We develop lasting connections with the families we work with, taking a multigenerational view of your wealth management needs. By building trust and understanding across generations, we work to strengthen your legacy and protect your loved ones.


© 2018 by Lincoln Capital, Inc.

FINRA's BrokerCheck

Registered Representatives offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker dealer and a registered investment adviser.  Member FINRA/SIPC.  Lincoln Capital, Inc. and IFG are unaffiliated entities.


Licensed to sell securities in the following states: AR, AZ, CA, CO, HI, ID, IN, KY, MA, ME, MO, MT, NM, NV, OR, PA, RI, SC, TN, TX, UT, VA, WA & WI.


Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.