Jeff Boomer, CFA, MBA

Integrity

As your fiduciary, we work for you and are not pressured into recommending anything we don’t think is right for you, ever.

Family

We have a profound interest in your family’s wellbeing and expect to be involved in assisting with the financial affairs of you and your family in many areas, not only just investing your wealth.

Credibility

Having invested for 3 billionaires, worked on Wall St. and having the highest qualifications in the industry, I have the credibility to advise on a wide range of financial matters that are important to you.

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Transparency

We have a deep need to make sure we communicate often and ensure that what we are setting out to accomplish for you is very clear and transparent. 

Service

Sometimes it’s doing the little things or doing what’s unexpected, but you deserve to have someone looking after your affairs that treats you and your family like one of their own.