We cater to each client's personal goals with a clear awareness of community and environmental impact, guided by time-tested value investing principles and disciplined strategies at the core. Our aim is to build a financial fortress that meets all of our clients' needs within one comprehensive financial plan.

Socially Responsible Investing

We say no to destructive investment opportunities despite the lure of profits in an attempt to protect and preserve the planet and it's inhabitants.

Big Picture

We look at a variety of investment vehicles appropriate to all stages of life, not just limited to retirement. We take into account you and your families life events and prepare appropriately.

Health & Life Insurance

Comprehensive Insurance & Annuity Solutions to Protect and Grow Your Future

We deliver tailored health insurance, Medicare plans, life coverage, and annuities. From family protection to retirement income, we compare options, explain benefits, and secure quotes at no extra costs.

Specializing in Alternatives

We specialize in ESG, Private Equity, Real Estate, Private Debt

Not limited to retirement

The need for income presents itself in all time frames of life not just for retirement. We focus on the short, intermediate, and long term needs of our clients with portfolio construction nd management for income now

and in the future

Fiduciaries & Transparency

Our Primary Focus is on our clients well being. Risk Management and Protecting Capital from Loss is paramount along with transparency and communication through our partners. We have a balanced process for keeping our clients informed of their holdings, as well as our view on the markets and economy.

Our Partners

Who we work with:

An honor to work with the investment and financial needs of the public we welcome all.

Individuals

Individuals in the short term, intermediate, long term income or retirement needs.

Foundations / Endowments

We work with businesses retirement planning through our third party network portfolio managers who are specialists in this area.

Businesses

One on One Financial & Business and investing consulting

ADV Part 2

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