INDEPENDENT

We formulate your portfolio with you in mind. We are not beholden to any external institution, making us free to choose from the broadest range of

investments and apply these choice to provide you,

the investor, with a customized

financial plan.

CONVENIENT

We are located near you. We use flexible office systems allowing us

to meet with each client in closer proximity to their home and/or

office. We are open weekdays and on the weekends.

We offer flexible hours of operations,

design to fit your schedule.

LEGAL KNOWLEDGE

We provide both financial and legal advice. Unlike other wealth advisers,

our financial counsel is provided by an attorney, ensuring that our

clients are well informed, not only about their finances , but

also about any/all legal implications associated with

their investment. This level of expertise has proven

itself to be quite helpful  when dealing with

small business owners.

AFFORDABLE

We ensure that our fee structure is affordable to both individuals and small businesses. We work with our clients to understand their financial

situation, and we do everything possible to reduce their costs.

We outline our fees, ensuring that our clients understand

the costs associated with our services. We openly,

and happily compare our fee schedules to similarly

positioned financial advisors.

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