Ron resized

Ron’s Video Message to You

Please watch Ron's video message from today as he analyzes factors in the U.S. and China that have contributed to the correction in the markets. He provides perspective about our focus on seeking to help you meet your long-term financial goals. … [Read More...]

Stock Market Traffic Sign Isolated


Our weekly market commentary reports that the Dow Jones Industrial Average lost about 6 percent last week. That puts the benchmark index about 10 percent below its record high on May 19, 2015, according to Barron’s. A drop of that magnitude from a new high may be a … [Read More...]

Dave (professional)

Dave Piatkowski Joins Our Team

We are very pleased to announce the addition of Dave Piatkowski to the firm.  Dave joins the firm as a Wealth Advisor and Investment Advisor Representative to further enhance our investment and financial planning team. Dave has almost 20 years of experience within the … [Read More...]

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Risk within a maze

Free Portfolio Risk Analysis

Click on this link to take our brief risk assessment. Then call us to schedule a meeting with one of our advisors to discuss how we can design a portfolio that fits with your investment needs and goals. … [Read More...]