A Powerful Partnership for Clients

As a client of ours, you become the beneficiary of a powerful national partnership through our relationship with Securities America, Inc., an independent Broker Dealer. Now we can tap into a strong intellectual capital network of wealth management to bring you advanced strategies and solutions.

The relationships we have fostered with Securities America, Inc. allow us the ability to partner with other like-minded professionals to make sure that your specific needs are addressed in the most appropriate manner. You not only benefit from the depth of our combined expertise, the diversity of offerings and resources, and the shared knowledge of planning strategies, but you also get unbiased solutions with our independent approach to the selection of financial services and products.

Securities America, Inc. is one of the leading independent broker dealers in the country. Their relationships with the leading manufacturers of financial solutions and products combined with their access to cutting edge resources bring clients advanced wealth management strategies that better serve their needs. They provide us with a wide range of services, products, technology, and a commitment to client services that is almost unique in the financial services industry.

As your advisor, we take a holistic approach to your planning needs. We are not committed to any “proprietary” products or services. This independence and the combined partnership with Securities America, Inc. allows us to offer you the best of all worlds; a personal financial professional team backed by a network of national resources. That is truly a powerful partnership for you.