We are dedicated to providing investment management and strategic wealth planning to [your target market]. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide objective opinions that are designed to puruse long term investment results.
What makes us unique?
For more than 34 years Pete has been helping Individuals, Families and businesses fulfill their Financial Goals
By taking the time to understand each of our client’s specific goals, we create an individual strategy unique to their needs
Because LPL Financial is an Independent Investment Firm without any proprietary products, we are able to choose the investments that fit our client’s needs without any conflicts or restrictions ranging from education planning to venture capital investing
Our business is our clients and that model allows us to provide the highest level of hands on service to each and every one of them. Our combined team tenure of over 60 years of service in the industry supports are ability to fulfill your goals, needs and desires