Broker Check

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

Our History

Best in class wealth portfolio management software, Black Diamond®, 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 review and sign necessary forms securely and easily, and on their own time.

Our Values

WeTransfer is a simple and secure way to share 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  SIPC insured and provides a wide variety of investment options, an experienced team, and competitive technology.

Our Resources

Pershing's NetXInvestor portal 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 hosts our website and helps us create and deliver our informative weekly market insight emails and monthly newsletters.

2022 Technology Feature

Black Diamond

All of your information is secure and confidential. We constantly monitor, analyze and implement the latest security. Your peace of mind is our top priority.


We provide you the services and tools for financial success: customized investment strategy, active portfolio management, and financial education.


You win, we win. As a fee-only investment advisor, we charge a percentage of the amount you’ve entrusted us to manage and there are never any out of pocket fees.


We understand that working with a new investment advisor can be daunting. We’ve created a simple and streamlined process to get you started.

Quick Start