Broker Check

7 Rugby Place
Jamestown, NY 14701
(716) 665-5755

Directions

Philosophy

The focus of our planning work is to help our clients become successful investors so that they may retire with confidence. Our client-centered process provides clients with the ability to lead complete and fulfilling lives.

Mission

To deliver a superior client experience by:

  • assisting you in achieving and retaining financial independence
  • being proactive on your behalf
  • providing you with appropriate investment solutions
  • engaging you in the investment process
  • keeping you fully informed
  • guiding you to make informed decisions
  • offering strict confidentiality

Goal

We will:

  • establish and clarify the client’s goals
  • develop an investment strategy
  • introduce professional money managers
  • perform ongoing due diligence on money managers
  • provide a consolidated account statement with performance reporting