Our Mission:

"We are entrusted with assembling a team of professionals who can help you achieve your most important financial goals.

Through unparalleled personal service, exceptional knowledge and meticulous attention to detail our goal is for you to feel as privileged as we do to be your financial managers."

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are required to notify you that Investments products and services are currently available only to residents of : Arizona (AZ), California (CA), Connecticut (CT), Kansas (KS), Massachusetts (MA), Michigan (MI), New Mexico (NM), Oregon (OR), Pennsylvania (PA), Texas (TX), and Washington (WA)

Fee-based advisory services are available only to residents of : California (CA)

We are licensed to sell insurance products in the states of: California (CA), Connecticut (CT), Kansas (KS), Massachusetts (MA), Michigan (MI), New Mexico (NM), Oregon (OR), Pennsylvania (PA), Texas (TX), and Washington (WA).