First, and foremost, we are responsible to our clients. Every individual has a unique history and that history must be understood. We believe listening to each clients’ individual needs, goals and concerns is imperative. Our team strives to equip our clients with the knowledge and confidence to make suitable decisions for themselves and their families. We strive to review every aspect of a client’s situation. When necessary, we collaborate with the clients’ families and other resources such as accountants and attorneys. Having your financial house in order is an ongoing process. We continue to review changes in clients’ circumstances to determine if something has affected their current strategies, and offer proactive recommendations.
Our goal is to act with transparency and integrity with the motto, “We do what is right for our clients, always.” We want our clients to have the peace of mind knowing someone is looking out for them.
We are deeply saddened to announce the passing of Paul Sr., Paul Jr’s father and beloved member of our team. With unwavering dedication and integrity, Paul served clients with genuine care, exceptional expertise, and a commitment to always put their needs first. His guidance touched countless lives, helping to provide stability and peace of mind for his clients. He will be remembered not only for his professional excellence but also for the warmth, kindness, and respect he extended to each client and colleague. We honor Paul’s legacy and are grateful for the lasting impact he has left in our community. Paul will be missed profoundly.
View Paul's obituary
Equity investors have long dreaded September. But we provide some context as to why stocks tend to sag in the month and explain why investors should keep their eye on the long-term ball when it comes to portfolio positioning.
September 2, 2025
Market week
