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.


Scot Roche headshot
"Comprehensive and personalized: Our comprehensive investments and related management services are delivered with personal service, professional consulting, and excellent technology."

Scot P. Roche

Principal, Regional Director