oUR SERVICES
We are your trusted partners. Our team comprises licensed and accredited professionals. As an investment advisory firm, we prioritize your success! We are dedicated, skilled, and ambitious fiduciaries, ready to help you achieve your financial goals!
Financial Advice and Planning
We specialize in creating financial roadmaps tailored to your unique goals and circumstances. Our team of experts will help you make informed decisions about your investments, retirement, education, family planning and more.
Insurance & annuities
We're your trusted advisors for safeguarding your family's future and securing your financial well-being. Our expertise spans life insurance, health insurance, and annuities, providing a holistic approach to your insurance needs.
Steady Income & Protection
Annuities will help provide a stead stream of income while you are in retirement. And with life insurance this will be a solution to insurance your loved ones financial security and peace of mind. investments, retirement, education, family planning and more.
Alternative Assets
Expand your investment horizons with art, commodities, antiques, and wine. Our team specializes in these alternative assets, offering expert guidance on how to make these unique opportunities a valuable part of your investment strategy.
Charitable Giving and Planning
Charitable giving is more than a donation; it's a catalyst for change. Our experts are dedicated to helping you create a profound impact through your philanthropy. Whether you're setting up a charitable foundation or exploring other avenues, we'll ensure your generosity is a force for good.
THE TEAM
LICENSES & Accreditations
Series Exams: These are rigorous financial industry qualification exams that assess expertise in various financial areas. These exams are administered by the Financial Industry Regulatory Authority and state securities administrators.
Series 65: exam is designed to qualify candidates as investment adviser representatives (IARs) in their home states. As an IAR, advisors must act in a fiduciary capacity, offering investment advice to clients for a fee
Series 3: the National Commodities Futures Examination—is a National Futures Association (NFA) exam administered by FINRA. Passing the exam allows financial professionals to sell commodity futures contracts and options and commodity futures contracts. Also one is able to advise individuals on trading futures and options
