Our Investment Philosophy
Investing made smart, efficient, focused

The Client Experience
helps us to get to know you and lets you rehearse scenarios for your financial future

A CPA-Based Financial Advisor

recognizes that your needs extend beyond traditional financial planning and investment management

Check the background of our firm on FINRA's BrokerCheck.


Cassandra Latsios Headshot
"Being able to ease my clients’ fears and help them stay on track continues to be my favorite part of what I do."

Cassandra Latsios

Financial Advisor

Miami, Philadelphia & Media