Services

Fee-based Asset Management 

  • Fidelity Investment Adviser Platform 
  • Hundreds of Separate Account Managers and Investment Styles
  • Zero commissions on Equity Trades for accounts that take E-delivery of documents, or have one million or more of house-hold assets

Mutual funds

  • Small-cap
  • Mid-cap
  • Large-cap
  • International
  • Sector
  • Fixed Income
  • Growth
  • Value

Exchange Traded Funds

  • Small-cap
  • Mid-cap
  • Large-cap
  • International
  • Sector
  • Fixed Income
  • Growth
  • Value

Real Estate Investments

  • Mutual Funds
  • Exchange Traded Funds

Estate and Financial Planning

  • Intergenerational wealth transfer
  • Donor advised funds
  • Planned giving

Unbiased and Independent

  • No packaged or proprietary products
  • Full range of investment options and styles
  • Competitive management fees and commissions
  • Fidelity, Argus, Zacks and CFRA research utilized

Group Retirement Plan Implementation

  • 401K Plans 
  • 403B Plans 
  • Simple IRA Plans 
  • Sep IRA Plans

Online Account View and Free Check Writing and Debit Card