Overview

We seek to provide cost-effective, tax-efficient strategies using the most up-to-date theories in finance. We use a combination of exchange-traded funds (ETFs), stocks, bonds, and mutual funds to target consistent, long-term results for our clients.

Various separate account money managers employing active and passive strategies can be selected in our Preferred Portfolio Services program to create the ultimate in "custom-tailored" financial solutions.

We support all of these investments with exceptional customer service and attention to detail:

Financial planning
Fee-based asset management
Tax planning
Retirement planning and plans for individuals and businesses
Qualified plans (401(k), 403(b), profit-sharing, money purchase, SIMPLE, SEP and IRA)
Estate planning
Education funding planning and 529 college savings plans
Charitable gifting

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The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

Form CRS: Client Relationship Summary

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