Image of Frank Arkinson

Frank P Arkinson, CFP®

Senior Vice President - Financial Advisor, Consulting Group

Image of Julie Garcia

Julie Garcia, AAMS®

First Vice President - Financial Advisor, Consulting Group

Email |

Investment philosophy

There is no magical formula to money management. Adapting to change, however, is critical to both advisor and client. Having said that, virtually all asset classes, investment styles and modern portfolio theory are viable in building and maintaining wealth.

Contact us

Please fill in all the mandatory fields.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields