Who We Serve

Our ideal client is someone who appreciates professional advice and understands that their probability of success improves when they hire a professional to guide them. While there is no “typical client” and everyone has unique needs, we do find that the majority of our clients tend to be:

Corporate Executives

Business Owners

Pre-Retirees

Retirees

Medical Professionals

Attorneys

Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 25,058.12 -0.03
Nasdaq Composite 7,820.20 -0.07

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