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A fiduciary is a person or firm who acts for clients and is required to put their clients' best interest first at all times.
Not everyone providing financial advice is a fiduciary.
Unlike some money managers at other firms, we don’t earn commissions on trades or from selling investment products. Instead, we use a simple flat fee structure.
This way, we can always be focused on your best interests, and when you do better, we do better.
Hope is not a strategy.
Your portfolio needs a financial strategy made up of high quality investments to help you meet your financial goals and objectives. I can help.
President, Investment Advisor
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