As a truly independent advisory firm with a fiduciary responsibility to our clients, the solutions we bring to the table are not constrained by quotas nor by the types of financial vehicles and strategies we can offer, as long as what we offer fits the fiduciary standard.   

As Series 65 licensed advisors, we are able to match you to whichever Money Managers will be the best fit, based on your unique objectives, for the portion of your portfolio that you chose to keep invested in the market. 

As licenced insurance agents, we work with the top rated insurance carriers to offer the best performing annuities and use cutting edge software like the Annuity Sherpa to bring transparency to the research process eliminating the fear and anxiety of making a bad annuity purchase decision and saving clients countless hours in the process. 

When a client's unique situation warrants it, we bring our strategic partners in to the conversation who are able to provide alternative investments such as SDIRA Wealth who help provide greater asset and income diversification and FortuneDNA, one of the leading advanced asset protection and tax strategy firms in the country that help keep your personal liability at a minimum and also keep a business’s tax liability at the lowest possible rate.