To combine the strength and heritage of our practice with the insight, concern, and experience of
our associates to give clients objective, individualized advice and service that will help them
achieve their long-term financial goals.
We serve individuals and businesses in all areas of investment planning, including:
- Retirement planning - Help making the most of your employer-sponsored retirement plans and
IRAs. Determining how much you may need to retire comfortably. Helping clients manage their
assets before and during retirement.
- Education funding - Recommending investment and accumulation strategies to help you pay for
your children's education.
- Investments - Determining your asset-allocation needs. Helping you understand your risk
tolerance. Recommending suitable investment vehicles to help you reach your goals.
- Employee and executive benefits - Helping your business attract and retain qualified employees
through benefit packages.
General Information |
| Firm Start Year: | 1995 | |
| No. of Employees: | 5-9 | |
| States Licensed in: | AZ, CA, CT, IA, FL, MA, MD, ME, NC, NH, NJ, NM, NY, OH, RI, SC, TX, VA |
| Number of Years with Current Firm: | 6 |
| Work Experience: | Previous Work Experience: Financial Advisor with Merrill Lynch and UBS |
| Work with the following types of clients: | Individual Investors, Businesses |
Services |
| Investment Types: | Mutual Funds, Options & Futures, Bonds, Exchange Traded Funds (ETFs), Annuities, Insurance, Alternative Investments, Stocks, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Home, Our Office |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Accident, Health, Life, Variable Annuity, Long Term Care, Variable Life, Annuity |
| Financial Organization Memberships: | Financial Planning Association (FPA) |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $50,000 |
| Additional Details on Charges: | Fee-based accounts are not suitable for all investors. |
Disclosures |
|
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Compliance Disclosures in Last 5 years:
Have a clean record
Criminal Disclosures in Last 5 years:
Have a clean record
| Mon. | 9:00 AM - 5:00 PM |
| Tue. | 9:00 AM - 5:00 PM |
| Wed. | 9:00 AM - 5:00 PM |
| Thu. | 9:00 AM - 5:00 PM |
| Fri. | 9:00 AM - 5:00 PM |
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