Who We Identify With

Who We Identify With

There are many financial services firms in the world today. Most operate in a similar "invest in a model portfolio" approach, in a herd-like mentality to investment management. With our firm, we embrace the risk to identify and implement long term solutions to your life without the typical "model" approach.

We work with individuals, families, businesses, non-profit and charity organizations whose mindsets embrace outside-the-box thinking, whose objectives are to be strategic with their assets for seeking growth, and whose tolerances are willing to accept the inherent risks associated with market volatility.

Investing Principles

"The investor with a portfolio of sound stocks should expect their prices to fluctuate and should neither be concerned by sizable declines nor become excited by sizable advances" - Benjamin Graham

"If you expect to continue to purchase stocks throughout your life, you should welcome price declines as a way to add stocks more cheaply to your portfolio" - Warren Buffett

  

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"Everyone has the brain power to make money in stocks - not everyone has the stomach. If you are susceptible to selling everything in a panic, you ought to avoid stocks and stock mutual funds altogether" - Peter Lynch

   

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Entrepreneurs &#38; Executives

Entrepreneurs & Executives

Portfolio and risk management

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Peak Career Professionals

Peak Career Professionals

Wealth-building education and strategies

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Pre-Retirees &#38; Retirees<br/>

Pre-Retirees & Retirees

Strategies for every phase of retirement

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High-Net Worth<br/>

High-Net Worth

Serving the unique needs of HNW individuals

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Are you looking for a firm to actively monitor and manage your portfolio of investments?

Are you looking for insights and actionable strategies in these times of political and market uncertainties?

Are you looking for a comprehensive investment strategy including guaranteed growth and income?

Are you looking for a firm to simply act on your behalf with buying and selling upon market opportunities?

Are you looking for what options are available from the sale of assets, business, property, land, home?


If you believe you could benefit from an outside-the-box thinking approach to investing, let’s review your portfolio, financial planning, and objectives to see if we're a good match.

Let's Connect

Retirement

Will you be retiring in the next few years?

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Wealth Management

Do you know what you're wealth consists of?

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Peak-Career

How is your work life going?

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Estate Strategy

What will happen when you pass?

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Our Three Step Process

STEP

1

Strategize

Let's begin by reviewing your financial documents, risk appetite, and your current situation today.

STEP

2

Implement

Let's discuss what your current situation looks like and discuss what to implement.

STEP

3

Commit

Upon implementation, let's stay engaged for the long term. Don't be led by day-to-day emotions. A bright tomorrow comes after a gloomy day.

Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation and identify your goals. If it's not a realistic goal, then let's accept it as so, and move on to identify more realistic goals. Long-term relationships that encourage open and honest communication is our cornerstone.

Send a Note

Let’s begin the conversation. Submit this form to schedule an initial conversation.

(Disclosure: our firm has a minimum investment amount requirement of $100,000).

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