ALLIANCES

We are a boutique practice with depth and are supported by a network of industry leaders that includes the following:

Partners Financial Group

PFG is an affiliation of more than 100 financial professionals in eight states. This alliance provides us with strategic business support, practice management consulting, legal counsel and support and insurance products and services.

Vicus Capital

Vicus Capital, Inc., is a Federally Registered Investment Advisor and an affiliate of Partners Financial Group. This alliance provides support and oversight of our fee-based financial planning activities as well as investment management.

Cetera Wealth Services, LLC

Cetera Wealth Services, LLC is an independent broker-dealer who utilizes a unique regional director model to support financial professionals through the entire life cycle of their business. Cetera Wealth Services is able to build and support regional teams through local service, regional offices and a national home office, facilitating the success of its approximately 3,000 financial professionals. Cetera Wealth Services, a part of Cetera Financial Group, Inc., is a member of the Securities Investor Protection Corporation (SIPC) and a member of the Financial Industry Regulatory Authority (FINRA). For more information, visit www.cetera.com.

Other Advisors

We work closely with accountants and attorneys to create an integrated team to put your entire “financial house” in order.