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

Inder Arya

Senior Portfolio Manager & Investment Advisor

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Pam Marini

Pamela Marini

Administrative Assistant

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Sue Maiorino

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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