Frank Szalay

Business Owners


Unique solutions for business owners and entrepreneurs

Learn More

Corporate Executives


Helping you manage your financial success

Learn More

Corporate Retirement Plans


Helping you establish and oversee a variety of plans

Learn More

Families


A pragmatic approach to wealth management

Learn More

Non-Profits


Expertise to support the unique needs and goals of non-profits

Learn More

Retirees


Nurturing wealth so you can live a longer, better life.

Learn More

If you want to be happy, set a goal that commands your thoughts, liberates your energy and inspires your hopes.

Andrew Carnegie