Client Experience

We deeply respect and honor the unique individuality of every client that we work with. This leads us to spend a considerable amount of time to uncover and understand all of the facts and nuances of their lives. This "discovery process" is conducted in the most professionally sensitive manner, in a non pressurized environment. We diligently protect the privacy and concerns of our clients in every step that we take with them. Our advice is delivered in a honest, coherent and unbiased fashion. Each relationship becomes intimate and solely focused on their needs and desires.

Who We Serve

Our Team

Registered Principal

I grew up in a tough Inner-city neighborhood in New York. As a young teenager, I looked at my peers and at how people ar...

Client Service Manager

As a God-fearing, devout Christian, I live a life driven by the leadership of God, which allows me to use the gifts...

Latest Blog Posts

J. Michael Salley |
Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d like to take advantage of the ease of stock trading with the diversification of mutual funds, exchange-traded funds (ETFs) can give you the best of both worlds. Here are some key things to know about ETFs before investing. ETF Basics Exchange-traded funds are baskets of securities—stocks, bonds, commodities or a...
With more than 95% of American workers currently covered by Social Security, there are some things about this massive retirement program that you should probably know. If you’re still in your forties or fifties, you can probably wait a few years to learn the intricacies of Social Security, but if you’ve recently entered your 6th decade on this planet, here are a few things you should be aware of: Your social security retirement age can...
J. Michael Salley |
If you’re currently in the market for a home, it will speed up the process considerably if you’re familiar with the various mortgage options available. Finding a mortgage that suits your current financial needs can be challenging, but understanding the various types of mortgages available and their requirements can make the process less challenging. Here are the most common types of mortgages, along with any specific requirements for each. Conventional Fixed Rate Mortgage A conventional...