We are an Independent Investment firm committed to helping people pursue their financial goals. We specialize in managing smaller accounts for young professionals and entrepreneurs with a focus on long-term investing to best achieve your financial goals. Information we review to select your investments includes: Risk Tolerance, Retirement and Investment Goals, Investment Time Horizon and Investment Knowledge. We open the proper retirement, education, and investment accounts, and as needed, transfer and consolidate your previous 401(K) plan, IRA, or investment accounts. We manage your portfolio to best achieve your financial goals, and continuously look for investment opportunities and plan for potential risks.
* Advisor information is provided in partnership with Yext