Our approach is “personal, not programmable.” We begin with a personal meeting so we can get to know you, your family, and your vision, goals, and dreams.
We believe that planning is important, but partnerships are paramount. Rather than following the sales-driven demands of a corporate office, we report to one person alone: you. When providing investment advice, we remain transparent and objective in every way: from fees and costs to investment selection, financial strategies, and every aspect of our relationship with you.
This communication is strictly intended for individuals residing in the states of AK, AZ, CA, CO, CT, DC, FL, GA, HI, IN, MA, MD, ME, MO, MT, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
Form CRS: Client Relationship Summary
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