Applying our expertise

Leaning on decades of experience, we work tirelessly to offer our clients comprehensive wealth management, trusted advice, and peerless service.

Inder Arya photo

Inder Arya

Senior Portfolio Manager & Investment Advisor

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Pamela Marini

Pamela Marini

Administrative Assistant

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Sue Maiorino

Associate

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Peerless service

Going above and beyond for our clients’ peace of mind is our service standard.

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