What We Do

With every financial firm claiming to know the secret to financial success and offering “customized” solutions, it can be difficult to sort through the mess and really decide who is best for you.  So… How do you make the right decision? 

For all intents and purposes, there are two types of investment managers – retail brokers and independent, advisors.  Before independent, advisors were as easily accessible as they are today, brokers were the primary means of attaining investment consultation.  There are significant differences between these two, and you must understand them in order to make an informed decision.

As an independent, advisor, we act as a fiduciary who must put your interests ahead of our own.  We don’t have incentives to sell higher margin products and we are not limited to a firm’s approved investment offerings.  Simply put, we look out for you.