Sarasota Office:
1819 Main Street
Suite 102
Sarasota, Florida 34236

Morristown Office:
163 Madison Avenue
1st Floor
Morristown, New Jersey 07960

Toll-Free: 800-323-2097
Sarasota: 941-955-9302
Morristown: 973-394-0088
Fax: 941-365-9433
Contact Us

Map & Directions

Congratulations on achieving membership in the 2008 Chairman’s Council.

Mission Statement

As an independent professional group, we can offer you a personalized financial strategy rather than a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes and preferences, your objectives and goals. It will be designed to account for change – both in the marketplace and in your circumstances – so that it can work with you and for you through every stage of your life.

Our approach to wealth management is straight forward: We focus on becoming your partner in building the future you desire. As we work together, we will thoroughly explain the recommended investment strategies so that you are fully comfortable with all aspects of your investment program. Every decision we make is focused on achieving the results you desire. Our mission is to help our clients achieve financial independence through professional advise, individualized planning, sound risk management, non-proprietary investment solutions and personal, efficient service. In addition, our strong background as municipal bond specialists is a value-added service that is crucial to our high-net-worth clients.