We are distinctly different from the vast majority of investment firms. Since 1988, we have been an independently owned firm, having no affiliation with any larger conglomerate or parent company. We don’t sell investment products, annuities or insurance; we exist solely to give our best advice as how to build a portfolio to meet stated goals and objectives. Your success is the only measurement that matters to us. In fact, our firm is legally bound to serve you in a fiduciary capacity, which means that we put your interests ahead of our own.