Our Qualifications

The financial adviser you choose not only will have access to intimate detailed information regarding your personal finances, but will also be the individual entrusted to manage your financial future.  Make sure your adviser has:

Strong Ethics - The integrity of your adviser is of the utmost importance. It is essential that you can be confident that your interests will always come first.
A Global Perspective - In an ever-changing global economy, your adviser needs to
have the resources and expertise to identify potential investment opportunities both domestically and abroad.
Knowledge and Experience - Managing your wealth is about much more than picking stocks or mutual funds; it requires an understanding of economics, corporate finance, asset valuation, portfolio construction, and management.
Industry Recognition - While there are a number of reputable credentials in the financial industry, none are as rigorous or as widely respected as the Chartered Financial Analyst® (CFA®) designation.