We specialize in individual equities, exchange-traded funds, and mutual funds.  We do not use proprietary investment products, meaning we're not tied to a particular line of investment.

We feature personalized portfolio selections, customized to individual preference including:

  • Brokerage and Investment accounts
  • Trust accounts
  • Retirement accounts
  • IRAs and IRA Rollovers
  • Roth IRAs
  • 401 (k) plans
  • College and Educational Savings plans
  • Tax-Free Income
  • Estate planning
  • Income Distribution Plans