SEC-registered investment advisor founded in 2004. Providing discretionary investment management services for individuals and institutions. As a fidicuiary, we are dedicated to help you build wealth utilizing well-proven financial practices that emphasize diversification, risk controls and low costs. 100% Independent. 100% Employee-owned. Client assets safeguarded by an independent custodian, Charles Schwab & Co., Inc. This information is provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified investment adviser and/or tax professional before implementing any strategy. This information is not intended to provide investment, tax or legal advice.