Broker Check

Why Choose Us

We’re Experienced.

Our financial professionals have been providing financial planning services for over 50 years, and have close to 100 years of experience between David Waters, Domenica Leitner, Matthew Rodriguez, and Andrew Arno.

We're Responsive.

Whenever you need us, we’ll be there for you. Whether or not it's your regular quarterly review time, we encourage you to call if you have any concerns.

We're Flexible

Clients expect strong recommendations from us and we provide them, but we also present alternative ways to work toward your goals.

We're Creative

There are many ways to approach a challenge, and with our exceptional knowledge of financial planning, insurance planning, and employee benefits, we can be very creative in finding your solution.

We're Just the Right Size

We’re bigger than the small firms so we can offer more services and buying power, yet smaller than the big firms so you can always get our personal attention.

We're Passionate Advisors

We’re passionate about giving you the best possible financial advice.

We're Knowledgeable

With our commitment to continue our education, you can be assured we use the most cutting edge techniques to pursue you financial goals.