How Much Intellectual Capital is in Your Corner? 

Our wealth strategists have earned numerous designations in their fields from national, accredited organizations

Our wealth strategists have earned numerous designations in their fields from national, accredited organizations, including CPA, CERTIFIED FINANCIAL PLANNERTM, Chartered Financial Analyst®, Certified Divorce Financial AnalystTM and Personal Financial Specialist designations, and J.D. Additionally, most of our senior executives hold masters degrees and several have also held registrations in FINRA Series 7, Series 8, Series 24, Series 27, and Series 63.