Financial Planning & Investment Management

If you fail to plan, you are planning to fail!

- Benjamin Franklin

How We Help

Our Ideology

Wealth isn’t achieved on accident. We believe in a personalized approach to help build and preserve wealth. Based upon our core conservative philosophy, we assist clients in identifying their financial objectives, while taking into account factors such as time horizon and risk tolerance.

A Team Focused on You

Through our Registered Investment Advisor partner, Eagle Strategies LLC, we have access to the intellectual capital of experienced teams, well-vetted and monitored non-proprietary investment programs, and industry-leading technology partners. This allows us to do what we do best - focus on you.


As a holistic planner we ensure that your personalized investment strategy stays in line with the other aspects of your financial portfolio. Continuous analysis both internally as well as through our external partners ensures that we stay on track when it comes to your objectives.

Market Watch

Last Closing Prices

Latest Available Stock Quotes
Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
NYSE Composite 14,951.84 -0.45%
AMEX Composite 2,500.31 -0.74%
PHLX Semiconductor Index 1,354.81 -0.47%
OSX Oil Service Sector Index 95.32 -1.45%

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
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