Broker Check

What makes us different is how we deliver our product!

Each client has a portfolio which matches his/her risk tolerance and criteria established during the financial planning phase. We are fiduciaries and work on a fee basis only which means that we do not get commissions.

Therefore, you know that when we recommend an investment, it is based on your need and not our pocketbook.

  • We want to hear from you with any financial question you have, even if it has nothing to do with investments or insurance
  • We are interested in the relationship and not the payday. A lot of firms say this, but we are committed to this concept and we promise never to have more clients than our staff of professionals can properly manage.
  • Nothing is more frustrating than having an administrative problem and having to wait weeks to have it resolved. We promise to handle all administrative issues within a 24-hour period.

Should it take longer to resolve due to unforeseen events, you will be kept informed regarding its status.

Our execution of these promises is what sets us apart from the competition.

This is our vision and we expect to hear from you if we are not complying with our word.