130 Middle Street,
Each and every member of our team brings individual strengths to the table. More importantly, they bring a set of values that our firm stands for: honesty, integrity, discernment, balance, respect, confidence, a strong work ethic, and a genuine commitment to people and community.
We’re here for you.
We started small and have grown in size over the years. What hasn’t changed is our desire to deliver outstanding and personalized client service. We’re here for clients and put their needs first, always. We work well as a team, all pitch in toward the advancement of our firm, and want nothing more than to see our clients reach their dreams.
Vice President - Portfolio Manager
Vice President – Fiduciary Consultant
Portfolio Manager Associate
Client Support Group
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.