As an independent firm, we place your interests first. Your financial well-being is our priority.

As independent financial advisors, we have the freedom to choose from a wide variety of products and services-all of which can be tailored to suit your individual investment needs. Whether you are a first-time investor or a seasoned veteran, you can rely on us to provide the guidance and support you need to translate investment dollars into the potential acquirement of lifelong goals and dreams. Successful investing involves time, discipline and a carefully selected balance of investment vehicles.

Asset management is one of the most important investment strategies. Common issues often include inappropriate structuring and monitoring of the asset allocation of the consolidated investment portfolio, lack of appropriate correlation between investments, funds and managers within the consolidated investment portfolio, and concentrated positions with large built-in gains. An independent financial planner can help you determine what investments are suitable for you, your family and your lifestyle.

A list of the various investment offerings we offer is featured below:


Asset Management

  • Independent Asset Manager platforms
  • Performance monitoring and reporting
  • Wrap-fee accounts
  • Asset allocation
  • Fee Based accounts
  • Outside managed accounts

Exchange Traded Funds (ETFs)/Index Funds

Mutual Funds

  • Open-end funds
  • Closed-end funds
  • Dividend reinvestment
  • Education and 529 College Savings Plans



Retirement Accounts

  • Traditional IRAs
  • Roth IRAs
  • Education IRAs
  • SEP IRAs
  • Simple IRAs
  • Defined Contribution
    • 401(k) (Including Safe Harbor & Solo)
    • Profit Sharing Plan
    • Money-Purchase Plan
  • Defined Benefit (Traditional & Cash Balance)
  • 403(b)

Alternative & Other Investments

  • Fixed annuities
  • Variable annuities
  • Real Estate Investment Trusts (REITs)
  • Business Development Corporations (BDCs)
  • Equipment leasing funds
  • Managed futures
  • Equity-linked notes
  • Oil & Gas Programs
  • Tax Credit Programs
  • Real Estate LLC’s
  • Mortgage Funds

Unit Investment Trusts

Government Securities

And much more...