Broker Check

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. 

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. 

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach and address your financial goals and objectives, using the most efficient methods available.

Colby Cypriano

Colby Cypriano

Registered Representative, Compliance Director & OSJ Delegate

David Montes

David Montes

Project Manager and Business Consultant

Juliet A. Hendrickson, Esq.

Juliet A. Hendrickson, Esq.

Estate and Tax Planning Expert

Lindsay Weatherford

Lindsay Weatherford

Client Relations Associate

Nohemy Montes, J.D., CPFA

Nohemy Montes, J.D., CPFA

President, Wealth Manager

Robert Pothier, Esq

Robert Pothier, Esq

Attorney in the Advanced Planning Group

Stanley R. Smiley, Esq.

Stanley R. Smiley, Esq.

Estate and Tax Planning Expert

Zarina Sullivan

Zarina Sullivan

Sr. Advanced Planning Consultant

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.