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Our partners help us deliver on our promise to serve you

As a Fiduciary Financial Advisor, you give us your trust and friendship. Trust forms the foundation of our relationship. Being an independent firm, we have the freedom and flexibility to tailor our offerings to best suit the goals of our clients. 


Where Are Assets Held & How Safe Will They Be?

Fidelity Investments and Charles Schwab are our preferred custodians. Fidelity and Schwab offer impeccable financial stability and remain industry leaders in custody, trading technology and financial services. They are recognized for comprehensive account offerings, education/retirement planning tools and outstanding customer service. In addition, insurance is provided by Securities Investor Protection Corporation (SIPC) to protect client assets.

The Difference Between RIA & Registered Rep

As an RIA we have elected to adopt the Fiduciary standard of client care. This means we are legally and ethically obligated to place your interest above all others with complete transparency. Wirehouse reps are not fiduciaries as they focus on investment suitability. As an RIA we are eliminating conflicts of interest and documenting our commitment to you. In summary, RIA's strictly work for the client and Wirehouse reps work for their respective firm.


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Fidelity Investments

Secure Investor Protection CorporationRiskalyze Financial Services


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