1303 Limit Avenue,
We have the client—and only the client—in mind. We are not just focused on what is "suitable". We act as a "fiduciary," placing your best interest above our own or anyone else's.
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We understand the challenges families and businesses face today. From managing debt to saving for college to retirement and increasing your dividends, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
We believe in thinking “outside the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Our commitment is to know you, your family and your business better than anyone else.
Our process is designed with the best interests of our clients in mind. When working with us, you can expect:
Your first meeting is an opportunity for you to get to know us, as well as for us to get to know you. To make that meeting as successful as possible, you'll want to be prepared.
Bring copies of the following financial information:
Visualize your short and long-term financial goals; this can be anything from saving for a dream family vacation to planning for retirement.
Bring a list of your questions and concerns regarding your financial future. What keeps you up at night?