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831-661-4006

Full Service Investment Advisory

Do you have accounts at various financial institutions without a comprehensive investment plan in place for your total portfolio? Have you recently come into a windfall of money and are looking for guidance on how to invest it properly? Are you looking for an advisor who is independent and doesn’t offer proprietary products?


What You Get

Development of completely customized and tailored portfolio recommendations based on your unique circumstances

Continual monitoring and oversight of your portfolio

Frequent meetings to review your ongoing goals and objectives to ensure your portfolio is continually tailored to your unique needs

Secure online access to review your portfolio daily with updated information

Let's Talk

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