2812 North Norwalk
Meet the Team
Robert has been in the investment advisory business for over 20 years. He is a Certified Financial Planner® and a Chartered Life Insurance underwriter. Robert aims to work with individuals and small businesses in developing a plan...
We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people prepare for the brightest future possible. Entrusting someone else with your wealth is hard, but with our team at the helm, you're in great hands.
We truly believe in the benefits of personalized service, built on the foundation of years of experience in the wealth management industry.
No one strategy fits everyone, which is why every client gets our undivided attention, from planning, to execution, and follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
We invite you to discover the power of our services, so come in and meet the team today!
We look forward to hearing from you soon