Broker Check

Our Technology Partners

Including best in class wealth portfolio management software, the highest rated custodial platform, the most trusted electronic signature platform, and more.

Our History

We’ve added a brand new, best in class wealth portfolio management software, Black Diamond®.  This is one of the most cutting edge solutions available, giving you 24/7 access to your account and positions.

Our Process

We work with the most trusted electronic signature platform, DocuSign, to allow clients to complete and sign necessary forms securely and easily, on their own time. 

Our Values

WeTransfer is a simple and secure way to send large files. They believe in creativity and advocacy, and give away 30% of advertising space to creatives they admire and causes they care about.

Our Resources

Our Custodian, BNY Mellon's Pershing is the industry's largest provider of clearing, custody and settlement solutions with a commitment to the safekeeping of our clients' assets.

Our Process

Our Brokerage Firm, Shareholders Service Group is the highest rated custodial platform.* They are SIPC insured and provide a wide variety of investment options, an experienced team, and competitive technology.

*T3/Inside Information Advisor Software Survey

Our Resources

Pershing's NetXInvestor is an elegant online platform that allows our clients to easily view and access their accounts from any device.

Our History

Redtail Technology enables us to securely store and organize client information, records, emails, and documents so we can spend more time creating and nurturing our client relationships. 

Our Values

Ranked #1 for Financial Marketing Platforms two years in a row, FMG Suite provides informative financial information and articles for our clients. Their team is rich in financial services experience and fearless creative talent.


2021 Technology Feature

Black Diamond

Your goals are our goals.  Let us show you how we approach partnership and how we take your investments personally.

Objective + Values

We create a customized, dynamic fiscal approach that caters to your specific wealth management goals via portfolio management, retirement planning and frequent communication.  

Services + Fees

All of your information is strictly confidential and your peace of mind is our top priority. We constantly monitor, analyze and implement the latest policies so that you can feel confident that your information is safe and secure.

Privacy + Security

We understand that selecting and starting with the right wealth manager is an important decision, that’s why we’ve formed a seamless point of entry so you can start on the path to success straight away.

Quick Start

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