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As an Independent Wealth Management Team, we take a fiduciary approach to our product selection and investment approach. 

We aim to sit on the same side of the table as our clients and provide them with insight, guidance, and proper due diligence in all areas of their financial lives.  We take an open architecture approach which gives us the ability to customize portfolios with various investment vehicles including individual stocks, individual bonds, ETF’s, mutual funds, and alternative investments.  Our portfolio construction is not limited to a single school of thought. Instead, we carefully consider the merits of each approach by asset class and manager style to give our clients the customized portfolio that they deserve.

Similarly, on the protection side, our open architecture allows us to utilize the strengths of carriers to tailor solutions for each client’s specific needs.

Check the background of this firm/advisor on FINRA’s BrokerCheck.