90 Route 6A, Unit 4B,
P.O. Box 1610
At our firm, we have the client—and only the client—in mind.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service will identify your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Founder and Chairman Emeritus
Financial Consultant® and Managing Director
Client Relations & Service Manager
Administrative Coordinator & Special Events
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.