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

Michael Salley |
While owning a home is the quintessential American dream, not everyone is able to purchase a home when they desire. If you’re fresh out of school with a boat load of student debt, it’s probably best to wait until you’ve been working for at least a year before you start looking to buy. You’ll also want to make sure that your credit score is where it should be, since the higher your score, the lower...
Michael Salley |
Most consumers typically have both a credit card and a debit card. Of course, the biggest difference between the two is that a debit card will immediately take money out of your bank account when used, unlike a credit card, which will pay for the purchase and later add the amount of the transaction to your monthly statement. But are there any other differences between the two? It turns out that there are some major...
Michael Salley |
Intro If you’ve been investing in stocks or bonds for several years, you may feel like you’re beginning to get a hang of this precarious trade. At this point, you may be making plans to diversify your portfolio or research a more complex investment strategy. But in reality, you should be using this time to get back to the basics. Regardless of how long or how much you’ve invested, there’s never a bad time to...