About Us

Define, Build, and Preserve your Legacy, this is what we help our clients accomplish. Fee Based asset management and financial planning. Working with individuals and small business owners in order to pursue their financial goals. Through our "Legacy Planning Process" we partner and discuss Risk Managment, Wealth Protection and Wealth Transfer, Income and tax planning, and more. All filtered through the lens of each families unique goals and needs, in other terms - their LEGACY. Member FINRA/SIPC Securities and Advisory services offered through LPL Financial a Registerd Invesetment Advisor.

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