Our Firm

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

For retail investors, we offer brokerage services, stocks, bonds, mutual funds, ETF's, wrap fee advisory accounts, separately managed accounts (SMA's), alternative investments, variable and fixed annuities, equity indexed annuities, life insurance (variable, universal, term, fixed indexed), and long term care insurance.   Any or all of these may be present as part of your holistic financial plan.  

For businesses, we offer a multitude of services both at the group level as well as at an individual voluntary level.  These services include but are not limited to retirement plans including 401(k) plans, defined contribution, defined benefit, profit-sharing plans, SEP IRA's, SIMPLE IRA's,  disability insurance, health insurance, and life insurance.  Just because an employer doesn't offer a benefit to you doesn't mean you cannot get it on your own and pay for it through company payroll.  Ask us how we can help.

We have been in wealth management for over 17 years.  Our background is very extensive in both portfolio managment, holistic financial planning and wealth management. 

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.