CALIFORNIA CONSUMER

Our mission is to provide confidence and prosperity to our clients. We help you define your financial vision and form a plan that will accomplish your goals while honoring what is important to you... We are not salespeople or "stockbrokers" In fact, the word, "broker" almost make us cringe. Salespeople ask you to buy something. Consultants ask you to buy into something. Our clients don't focus on products, prices and performance. They have a relationship with our people, our practice and our process... This is a very involved process that requires some up-front work on our clients' parts as well. We think this deep dive into a client's assets, liabilities, cash flow and tax situation is essential for us to be able to add value to the relationship. If a prospect isn't willing to engage in that process, we may not be the best fit for them. We believe this because investments are a commodity and you can buy those for yourselves anywhere. If a client is going to choose to engage with us..

Primary location: Rockville United States