We provide financial advisory services to our clients aimed at ensuring business survival; growth and expansion as we believe that we are in business only if you and your business continue to strive.
We help shape financial solutions for a lifetime, through a comprehensive and personalized financial services approach built on a long-term relationship with a knowledgeable team.
While we offer a multitude of financial services- with a particular focus personal financial planning investments, retirement, insurance, and wealth preservation strategies- we prefer not to think that we work to enhance the bottom line of a portfolio. Rather, we work to enhance people’s lives and help them pursue their dreams, which in many cases, include incorporating socially screened investments into their asset mix.
A well-rounded portfolio may include other investments and products according to each individual’s needs and suitability, such as:
. Alternative investments which can help provide diversification from traditional portfolios.
. Individual stocks, based on either legacy holdings or particular interests.
. Insurance products, such as Long Term Care, Annuities, Universal and Term Coverage also offered when appropriate.