Providing comprehensive investment management to individual investors and company retirement plans.

Providing comprehensive investment management to individual investors and company retirement plans.

WELCOME

We take a comprehensive approach and for those that qualify we may integrate insurance, annuities and other alternative investments. By doing this, we are able to customize strategies and tailor plans for our clients individual needs.

ABOUT US

We offer our clients a vast array of cohesive strategies that seek growth and strive to retain their wealth.

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LPL FINANCIAL

LPL has served as an enabling partner, supporting financial advisors in their goals of protecting client’s wealth.

RECENT NEWS

Stay informed on the things that could influence your financial picture the most. We offer research and articles.

LPL PUBLICATIONS

Latest Equity Asset Alocation Views | Weekly Market Commentary | March 13, 2023

Coming into the week, it was all about Federal Reserve (Fed) Chair Jerome Powell’s congressional testimony and the February jobs report. Instead, we got a shockingly fast collapse of a financial institution with over $200 billion in assets, which turned the market’s focus toward the stability of the banking system and what systemic risks banks might be facing. This commentary is focused on our asset allocation views, but no doubt the Silicon Valley Bank saga will require more attention from investors in the days ahead.

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No Landing = No Sense | Weekly Market Commentary | March 6, 2023

Suggesting an economy makes “no landing” makes no sense. Analogies eventually break down, especially this one. Economic activity does not stop like an airplane eventually does, but rather the economy will settle into a steady state where growth is consistent with factors such as population and productivity. Here we take a look at some factors that illustrate how the economy is struggling to find a stable growth path.

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