Not a big brokerage company. We are a family-owned and operated investment advisory firm. We are fiduciaries which means we have to act in our clients' best interest.
Our founder, Paul Lewis has been servicing clients for over 40 years. We help our clients with their retirement planning, wealth management, estate planning, and any other financial goals they have. When developing a financial plan, we put extra emphasis on executing that plan. Whatever stage in life you are in we can help you achieve your financial goals. Whether you just got out of college and are starting your first job, just got married and are starting a family, having kids and are starting to save for their college fund, getting ready to retire, or are retired and need your money to last, we are here to help.