Broker Check

Wealth Transfer

Although we are aware of external information from Wall Street, rating agencies, bond insurers and other sources, we always keep our individual client's risk factors foremost when estate planning.

We concentrate on providing high-quality, asset diversification, with the objective of asset protection and consistent returns for our clients. Diversification does not ensure profit or guarantee against loss.

We do pro-actively consult with our clients to respond to changing market conditions during periods of turbulence.

It is important to note, however, that even in uncertain and volatile markets there are good buying opportunities for those clients who have a long-range timeline and can withstand shifts in their portfolios.