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Our Values 

At our firm, we have the client—and only the client—in mind.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

The Team
            Bruce Porter, CFP                Founder & Financial Advisor

            Bruce Porter, CFP                Founder & Financial Advisor

We create strategies that are tailored to your needs and goals.

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            Brad Sicoff, CRPC              President & Financial Advisor

            Brad Sicoff, CRPC              President & Financial Advisor

Years of experience have prepared us to guide you through your life transitions.

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                    Molly Ware,                       Director of Client Services

                    Molly Ware,                       Director of Client Services

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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