Philosophy

Too often in the financial services industry, business comes first and clients come second. We saw this time and time again with our past brokerage.  

There had to be a better way to provide financial planning and investment services. We were frustrated with a broker/ dealer that failed to recognize the needs of individual clients by offering only "one-size-fits-all" investment services. More important, we know now, as we knew then, that our clients' goals and objectives are what we are all about, and helping to achieve those goals and objectives is our mission.  

So we decided to set out on our own and create the type of firm we thought was needed in this day of rushed and sometimes impersonal service. 

We hired great people who share our outlook: to help investors feel comfortable seeking help with their financial goals and to assist them in a knowledgeable, courteous, and professional manner.

Then we chose to partner with Commonwealth Financial Network®, one of the preeminent independent broker/dealers in the U.S. The alliance with Commonwealth ensures that our clients receive a wide variety of investment choices to complement their goals. It also helps us to best serve clients in a seamless and efficient manner by providing back office, investment, and technology support.

Multigenerational family opening a gift together