Cleveland 440.449.6800 | Akron 330.668.1100 | Tampa 813.288.8826

People do business with people they know and trust or who are referred to them by people they know and trust. We have built our business through earning this level of trust from our clients.

Our service philosophy is to proactively serve a select group of families and businesses with complex financial needs by offering rigorous, disciplined approaches in order to deliver a higher level of predictability.

Utilizing this philosophy, we have been tremendously successful assisting individuals and families going through life changing events such as the sale of a business, changing jobs, marriage, divorce, having children or, in unfortunate circumstances, the loss of a loved one.

Regardless of your investment experience or level of wealth, our goal is to help you get your arms around your current financial situation and develop a solid plan that leads you to achieving your ultimate financial objectives.

We invite you to learn more about our team of financial professionals that are here to serve you. As always, feel free to contact us at 440-449-6800 with any questions.

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