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How We Work

We offer a wide range of services for investors of all economic levels. From helping individuals and business owners to retirees and more, we’ll integrate each area of your plan so you can stay focused on what matters most.

Wealth Management

The heart of our practice is dedicated to constructing and managing investment portfolios. As the primary advantage of our firm, our wealth management strategies incorporate analytical processes to fully understand client priorities. From identifying short and long-term objectives to assessing resources and your level of risk tolerance, we strive to first gain a deep appreciation for every aspect of your situation before offering our recommendations.

Financial Strategies

Effective financial planning creates stability in the face of life’s many uncertainties. While providing an overview of the big picture, we develop comprehensive strategies for clients that allow them to make educated financial decisions. No matter where you are in your financial journey, we endeavor to take you to the next level. From college planning to retirement savings, we’ll build strategies that give you confidence in your future.



Common Stock

Coverdell Education Savings Accounts

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Planning

401(k) Planning

403(b) Planning

College Plans

Estate Planning

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (586) 799-6099