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 Barnett
Registered Representative, Compliance Director & OSJ Delegate
David Montes
Project Manager and Business Consultant
Juliet A. Hendrickson, Esq.
Estate and Tax Planning Expert
Nohemy Montes, J.D., CPFA
President, Wealth Manager
Robert Pothier, Esq
Attorney in the Advanced Planning Group
Stanley R. Smiley, Esq.
Estate and Tax Planning Expert
Zarina Sullivan
Sr. Advanced Planning Consultant
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.