You First. For over 25 years, we’ve lived up to our role as a pure fiduciary; always acting in our clients’ best interests. We know that by putting you first and taking care of your needs, the rest will take care of itself. It’s an important point that distinguishes us from the rest. As an independent SEC-Registered Investment Advisor specializing in passive investment strategies, we believe that our values of trust, integrity, care and commitment will always put you first.
W H A T A R E Y O U
MOST INTERESTED IN
WHAT ARE YOU MOST INTERESTED IN?
Maintaining your standard of living in retirement is well within your reach – we can help.
Whether your building your wealth, saving for college expenses or saving for retirement – we can help.
We begin by coming to a full understand of your complete financial situation – you always come first.
We serve as a liaison to a number of private banks, helping you select the right resource for your needs.
We help ensure you provide your team with a quality retirement plan solution – you always come first.
You need comprehensive tax services that will seamlessly integrate with your investments.
When it comes to your legacy and philanthropic activities – we always put your needs and wishes first.
If it’s important to you, then it’s important to us – we will construct a portfolio that fulfills your beliefs.
WHO WE SERVE
For over 25 years, integrity and commitment have been the hallmark of our client relationships.
Individuals and Families
Pre-Retirees and Retirees
Retirement Plan Sponsors
Endowments and Not-for-Profits
Do you know how much savings you will need to create a secure retirement? Use this calculator to help determine what size your retirement nest egg should be.
ARTICLES & LATEST NEWS
OUR BOOKS
“INVESTMENT STRATEGIES FOR THE 21st CENTURY”
by Frank Armstrong
“THE INFORMED INVESTOR”
by Frank Armstrong
“THE RETIREMENT CHALLENGE – SINK OR SWIM”
by Frank Armstrong
“SAVE YOUR RETIREMENT”
by Frank Armstrong
“INVESTMENT STRATEGIES FOR THE 21st CENTURY”
by Frank Armstrong
“THE INFORMED INVESTOR”
by Frank Armstrong
“THE RETIREMENT CHALLENGE – SINK OR SWIM”
by Frank Armstrong
“SAVE YOUR RETIREMENT”
by Frank Armstrong