We are dedicated to achieving your financial goals. Whether they include providing your children with the best education, a lifetime of travel, or a comfortable retirement, our firm is dedicated to helping you accomplish these goals. Our clients include individuals, families and small to middle sized companies. My Accredited Investment Fiduciary (AIF) designation, Chartered Financial Analyst (CFA) designation and Masters of Business Administration (MBA) degree, combined with 15 years of Wall Street experience are valuable assets to our clients. As an employee-owned independent Registered Investment
Advisor (RIA), we act in the client's best interest, without concern
of public shareholders. We accept fiduciary duty and fiduciary responsibility.
Our professionals have clean regulatory records and no history of
client complaints. We work with individual and institutional
clients from Connecticut to South Carolina and do not charge a fee
for introductory client meetings. Our fees are based on the value
of your assets. Your fees do not increase unless the value of your
assets increase. This creates a partnership where your success dictates
our success.
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