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Our Philosophy

Our goal is to provide our clients with a stream of income by investing in established companies within specific industries that pay you to own them. We seek to not only provide the income our clients are looking for, but growth of dividends and capital as well.

Our Team


We bring over 45 years of experience in assisting clients in creating, building, and sustaining wealth over time.  We've provided the most personal service available, thus earning a reputation for excellence in our industry.


Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.  Wealth managers do not pay a fee to be considered or placed on the final list of 2017/2018/2019 Five Star Wealth Managers.

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