What Makes Us Different...


  * The fact that we have a purposeful mission that we are passionate about.

Our mission is to help our clients build financially secure lives – our emphasis is on lifestyle preservation with broad access to investment strategies and investment planning services.

The client is central to our process and clients are able to access as much or as little of what we have to offer. Our aim is to advance the interests of clients.

  * The quality and long term experience of the people on our team.

All of our professionals have 20 years + experience working with clients in good and bad market cycles. This cumulative experience and our holistic team approach help us to better provide financial strategies to benefit our clients.

Anyone can buy a stock or bond – people work with us because they want to partner with experienced professionals who have a broad investment management knowledge base.

  * Our commitment to investment planning and education. 

We have an unwavering commitment to empowering and educating clients on an ongoing basis and we provide many strategies to choose from.  As a CERTIFIED FINANCIAL PLANNER TM professional, Sarah Halpin is available to offer custom investment planning services to our clients and is dedicated to your financial literacy and success. 

Our commitment is that you will understand what you own, why you own it and that you are comfortable with your plan and investment strategy.  We ask for one thing in return.  If you have a financial question, please make us your first call.


CAR # 0515-02208