CALIFORNIA CONSUMER

Relationship Focus. We provide consistent communication, regular meetings, and accessibility to all of our clients. We believe that building a relationship is at the heart of creating successful financial outcomes for our clients... Security. We adhere to strict client confidentiality agreements and do not share any personal client information with third parties. Our processes include stringent data security and our RIA-broker/dealer is a Member of SIPC, which protects securities customers of its members up to $500,000 (including $250,000 for claims for cash). Explanatory brochure available upon request or at www.sipc.org... Investment Expertise. In addition to our in-house CIMA®, CFP®, and AIF®, we also have access to a full team of investment research analysts to provide support to our investment decisions.

Primary location: Stuart United States