We Invest in You

Wealth never stands alone, neither can its management. While some may focus on growing capital quickly or creating immediate solutions, we strive to present a vision of a long-term approach unique to your financial life. This is only achieved through a mutual understanding and a commitment to a clear and concise process ensuring we place our relationship with you above all else. A thorough understanding is the key to tailoring the right plan. A committed relationship is the key to achieving the goals we set out together.

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Ian Po, CIM, MBA

Vice President, Portfolio Manager & Wealth Advisor

Alexander Mainella, CFP, CIM

Vice President, Portfolio Manager & Wealth Advisor

Mark Porretta, CIM

Vice President, Portfolio Manager & Wealth Advisor