We are a team of dedicated and passionate individuals who believe that family always comes first. Our approach to investing begins with offering comprehensive wealth planning solutions to helping to manage personal wealth. Our team's focus includes financial and estate planning strategies, municipal bonds, mutual funds, unit investment trusts, annuities, life insurance, and professionally managed individual stocks portfolios. We take pride in being part of the world's leading wealth management firm. But it is the relationships we have forged with our clients that we consider our greatest asset.