Unlike an in-house advisor who is limited to the menu of proprietary products approved by their employer, as a privately owned financial services company registered with an independent broker dealer, we are able to help our clients make informed investment decisions from the firm's extensive and diverse menu of carefully vetted investment and insurance solutions.
Our goal is to design and implement a strategy specifically designed for each individual client's suitability and needs.
Menu of products and services include:
- Portfolio Consultation and Construction
- Estate Transition Services
- ESG (Environmental, Social, and Corporate Governance) Investing
- Group and Individual Retirement Plans
- IRAs (Traditional, Roth, Inherited, Simple, SEP etc.)
- Mutual Funds
- Interval Funds
- College Savings 529 Plans
- Real Estate Investment Trusts (REITs)
- Business Development Companies
- Health and Life Insurance
- Reg D Investments (for accredited investors only)