1400 Old Country Road,
Your Wealth Deserves A Strategy.
We encourage you to contact us to discuss your specific needs and questions. We look forward to helping you pursue your dreams and financial goals.
Most retirees or pre-retirees with a wealth accumulation strategy, hunger for stability and are attempting to avoid risk. They strive to build their portfolio on investments that will provide income for their lifetime and beyond. Strategy-driven firms have adopted an approach to retirement planning that incorporates time segmented retirement income distribution, a strategy that aims to provide investors with stability, growth and income.
Our team of professionals have over 37 years of experience in financial services. Fiduciary duty requires us to hold your interest above our own in all matters.
Our tradition of service to you is personal. By fostering relationships and holding in-person meetings, we seek to learn your story and the personal traditions that you desire to continue for your family. This allows us to better understand your financial and life goals. Using the personal connection that we establish with each client, we are able to develop a strategic plan designed specifically for you.
Before we begin to give purpose and vision to your wealth strategy, it is essential for us to know your goals and the assets that you bring to the experience. We get to know you, your goals, and your desires. Together, we will create an action plan to provide a confident financial future for you and your family. Your Wealth Manager will work with our whole team to develop the sound strategy that your wealth deserves.
Wealth Manager, Assistant Branch Manager