Our Firm

Professional Advisors

We recognize that in today's competitive and complex world, individuals need to know that they are working with experienced, well credentialed advisors who are reliable, knowledgable, and professional.  We are a professionally staffed, full-service financial firm dedicated to helping people pursue their unique financial goals. Whether your goals are wealth accumulation, wealth distribution, or multi-generational wealth transfer, we are equipped to provide you with customized professional advice and strategies to help you achieve and monitor progress toward those goals.  Our goal is to provide you with excellence in service and consistently exceed your expectations.

Knowledge and Integrity

Comprehensive wealth management involves a multifaceted approach to making financial decisions.  We believe in the adage that "chance favors the prepared" and that our knowledge, experience and resources will provide many benefits to our clients.  We take seriously our obligations to provide advice with integrity, so our wealth management philosophy centers upon you, our client, and offering maximum flexibility by customizing our services to our client's needs.  Some of the services we provide are: fee only consulting services, fee based advisory and managed account services, traditional brokerage accounts, insurance and annuities, and tax management and compliance services. 

Securities are offered through the independent broker dealer American Portfolios Financial Services, Inc. and Investment advisory services are offered through American Portfolios Advisors, Inc., there are no proprietary productus or investment banking relationships so we can offer unbiased advice based solely on our client's needs.  Clearing services are provided by Pershing LLC, a division of The Bank of New York Mellon.  Account custody services are offered through Pershing LLC, Charles Schwab, and TD Ameritrade, among countless additional choices for direct investing.

Our Relationship

As a result of your relationship with us, we believe you will be better able to identify your goals, make sound financial decisions, and monitor your progress toward acheiving those goals.

Please call us if you have any questions about our firm or the range of financial products and services we provide.