Unyielding Integrity, Independence & Objectivity

In working with other financial professionals, did you ever get a sense that their client was your money, rather than you? Our client is you: your goals, aspirations and purpose. Your money is a resource to help you live the life you want.

Since we are an independent investment firm, we are committed to objectivity. We have no proprietary financial products or house brands. This allows us to avoid the conflict and bias that can exist when an advisor is bound to specific products or compensated preferentially for recommending certain investment or insurance vehicles over others. Our commitment to this level of client-centered advice is unwavering.

A Higher Standard of Care

As Investment Adviser Representatives of Commonwealth, we choose to work in a fiduciary capacity. As fiduciaries, we put your interests first. We provide written disclosure to you prior to our engagement, and thereafter throughout the term of the engagement, of any conflicts of interest, which may compromise our impartiality or independence.

As a general rule, we typically work on a fee basis. However, there are occasions where the best planning solution requires a financial product which pays us a commission. We do not receive referral fees, or any other compensation, from other parties based upon our referral of you to other professionals.

Well Informed Guidance in Plain English

We have a passion for assisting clients in achieving their vision of a great life and know that frequent, effective communications is key to a successful relationship. We talk 'with you' not 'at you' in plain English so when you leave our office you understand what we talked about, helping you make the tough decisions about your finances.