113 South Boulevard
CFG will be closed on Wednesday, 9/28 through Friday, 9/30. We estimate that we will be open on Monday, 10/3. Should you need immediate assistance on your accounts during that time, please contact the Charles Schwab Alliance Team at 800-515-2157. Hurricane Ian Letter to Clients 9/27/22
Focused on You
As a Registered Investment Advisor, we offer a holistic wealth management approach that is tailored solely to your individual goals and objectives.
We help deliver Protection & Prosperity
Our focus is on the long-term preservation & growth of your wealth.
Long – Term Approach
The majority of our clients have been with the firm for a decade or more, on the strength of personal trust and delivered results.
Individualized Portfolio Management
Unlike larger firms that employ “Model Portfolios” and “Relationship Managers," we construct customized investment portfolios for our clients.
Life Moves Pretty Quickly
Preparing now is the first step to enjoying your time in the fast lane. Speak with one of our advisors today to plan for tomorrow.
We are an independent investment advisor with several decades of combined investment experience. That experience coupled with the fact that we are an independent firm acting as a fiduciary, allows us to focus solely on your unique goals and objectives. Our independence and relatively small firm size allows us to provide a high degree of personalized service, which is typically unavailable from larger firms. Our holistic approach to wealth management strives to deliver positive results, and has allowed us to create long-lasting relationships with individuals and their families.
Together, we will leverage your goals with smart financial advice, to help ensure that you are best positioned for the years to come.
Ready for the next step? We can help.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Our services range from financial planning to investment management. No matter what though, our focus is always you.
Put decades of combined experience to work for you.
Cameron Cassedy, CFA