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Does My Portfolio Fit Me?

Investment strategies are designed to be maintained and updated over time. Use our free analysis tool to see if your existing portfolio is aligned with your current risk tolerance.

Comprehensive Financial Planning

Our team can help consolidate advice from the many professionals you are working with to come up with a clear and concise financial plan moving forward. This will help give you confidence knowing that you have a real partner planning your financial future.

Estate Planning Guidance

We can provide guidance on intergenerational planning to help manage your legacy and/or collaborate with your existing estate planning professional to minimize the possibility of something falling through the cracks. 


I grew up in a family business and at an early age I learned the importance of hard work, providing an elevated level of...

Director of Investment Strategy

Tom has been dedicated to serving clients in the financial service profession for the past 35 years. His experience...

Latest Blog Post

Paul Morrone |
Fresh vegetables are a treat. For those of you that have gardens, it is the time of year when everything that you planted back in May is growing more than you can eat. In my younger days, I made several attempts at planting a vegetable garden. I did all the right steps. After a couple of trips to Home Depot and the local garden center to acquire the necessary supplies to plant and protect a garden, it was time to get to work.
Paul Morrone |
There’s hot and then there’s HOT. These past few days have brought the type of heat that is visible as it radiates from the blacktop. I haven’t tested it, but I’d venture to guess that the pavement has been hot enough to cook an egg, maybe even a skirt steak if you have the patience. There’s nothing scientific about my theory, it is solely based upon how many steps I can take barefoot before jumping onto my tip-toes and yelling four letter curse words. Suddenly, that polar vortex and sub-zero temperatures of mid-January starts to feel like an oasis. Pick your poison, I guess…
Paul Morrone |
It is no secret that Paul & Jill are now the proud parents of two boys. You are familiar with Kyle who has been the subject of many newsletter stories. Now we have Ryan to add to the happy family and he will certainly be the subject of many newsletters to come, including this writing. Ryan came into this world on Sunday, June 28, 2020. Both Jill and Ryan are doing well. Now that Paul and Jill are the proud parents of two little boys, Cathy and I are the proud grandparents as well. It is amazing.