We work directly with our clients and provide them with trusted personal and professional guidance to help them achieve their financial goals. Getting your financial house in order can be complex and overwhelming. With our process we help our clients simplify their lives and put all the pieces together.
After working for leading Wall Street firms, we came to realize there must be a more client-centered approach in working with and assisting our clientele. Our client-first, client-centered approach has helped us grow our business and earn our clients' trust throughout the past 15 years. As we move into the future, these values and our strong desire to help our customers achieve their goals drive our relationships and their results. This is our commitment to you.
Following careful industry analysis and due diligence, we chose to partner with a premier industry leader. We believe that, Commonwealth Financial Network, founded in 1979, is a forward-thinking broker/dealer that is second to none in terms of investment choices, customer service, technology, and security. Our clients can rest assured their assets are safely held at National Financial Services (NFS). NFS is a Fidelity Investments company and is one of the largest custodian of assets in the United States. Both NFS and Commonwealth Financial Network are paying members of SIPC. If either of these firms were to fail, SIPC would step in and protect the securities and cash in your brokerage account up to $500,000, including up to $250,000 for cash. Accounts held at NFS have "excess of SIPC" coverage from Lloyds of London, together with other insurers. SIPC does not protect against market losses or underperformance. This insurance is only there to protect assets against institutional failure.
See the NFS brochure "A Guide to your Brokerage Account." A SIPC explanatory brochure is available upon request or at www.sipc.org.
Retirement Planning Specialists
We help our clients with all phases of retirement planning. Whether you are early in the accumulation phase, nearing transition to retirement, or are already in the retirement income and distribution phase, we can help you make a plan to reach your goals.
Many of our clients are in search of income. Income can be an important part of the total return in a diversified portfolio. In this current low interest rate environment, we are constantly searching for value and opportunities within the stock and bond markets.
Our Value Proposition
We are in pursuit of putting your wealth to work for you with our knowledge, skills, and custom designed portfolios built to suit your needs. Let's get to work and make a plan to help you meet your goals for today, tomorrow, and for generations to come.