Chas began tracking stocks as early as age 19. He was reading Barron's and the Wall Street Journal when his schoolmates were perusing the pages of Sports Illustrated. [ MORE ]
Having trained as a navigator in the U.S. Navy for the Atlantic Fleet of our nuclear submarine force in the early 1970's, Frank understands the importance of having a strong sense of direction. He continuously instills that predisposition in helping clients sort through all areas of their financial lives. [ MORE ]
According to Jim, "Our combined experience has enabled us to develop and implement financial plans to help our clients match their financial goals with their personal values. It is solely their needs which drive us." [ MORE ]
Pete is credited with articulating the firm's modus operandi: "To serve our clients effectively, we must follow a holistic approach in our financial planning covering every aspect of their financial life, and in doing so we will adhere to the highest standards of excellence at every level of our operation." [ MORE ]
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