Our business model which is built upon a values based philosophy & uncompromised ethical standards has been servicing clients for over  27 years.  We take the time to understand your needs and strive to surpass your expectations with accurate & personalized service.  We employ some of the most sophisticated investment advisory services and help you select from among the thousands of investment choices that are well suited for your individual circumstances.

When you become one of our clients, you're forming a partnership with a Certified Financial Planner™ professional who understands your needs. You can expect to enjoy a relationship with an independent Certified Financial Planner™ professional who is always close at hand to offer guidance and advice based on his experience in the field.  Jerry takes a personal interest in every client he represents, always looking to build a solid relationship you can trust.

In order to facilitate this attitude, Jerry has affiliated with one of the leading independent broker-dealers as a Branch Manager to access their high level of support and leading edge technology, resulting in more time spent directly with you.

 Our Relationship with

Securities accounts are cleared through Pershing, the leading provider of comprehensive brokerage execution and clearance to financial organizations worldwide. Securities and cash awaiting reinvestment held in custody by Pershing customer accounts are insured up to the total amount held in the accounts. Of this total, the Securities Investor Protection Corporation (SIPC) provides $500,000 of coverage, including $100,000 for claims for cash awaiting reinvestment. The remaining coverage on both cash and securities is provided by Pershing through a commercial insurer. The account protection applies when a SIPC member firm fails financially and is unable to meet obligations to securities clients, but it does not protect against losses from the rise and fall in market value of investments.  For more information on Pershing, refer to the company's web site at www.pershing.com.  Explanatory brochure is available upon request or at www.sipc.org.

NOTE:  When you link to Sponsored Charities or Useful Website, you are leaving this web site and we do not make any representation as to the completeness or accuracy of information provided at these web sites; therefore, you assume total responsibility and risk for your use of these web sites. We are not liable for any direct or indirect technical or system issues arising out of your access to these web sites.