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new-school thought.

without being new to the game.

We are not brokers who push buying the latest hot stock or insurance salesmen who talk to you about a financial plan that seems to only include insurance sales as your top issue to attack. Are stocks a part of an investment strategy? Yes, definitely. Is how you protect your family, business, assets, etc. extremely important by evaluating insurance needs? Yup. We get that, but it should be a part of a bigger picture while having a complete understanding of the growth you are pursuing. Not product sales. There are a lot of start-ups who have fresh ideas, yet those running said start-ups lack experience. There are a lot of advisors who have been in the game for a long time, yet lack fresh ideas and tools. We are combining both experience (Brian 13 years, Myles 16 years) and  fresh tech/client experience to bring what we feel is the very best of what a wealth management firm can be for you and your family. 

Contact us for more information on how to get started or book an intro call or Zoom meeting today.

book an intro today