We are a Christian-owned, fee-based professional practice integrating investment, tax and legal services. Our firm is built upon three bedrock principles: Performance, Integrity and Independence.
While many of our competitors shamelessly push proprietary products or promote “hot” tips, we choose to be different. As an independent Registered Investment Advisor, we’ll bring you innovative ideas and unbiased advice. No hype, no sales quotas, and no commissions. As a Fiduciary, we must always put your interests first.
We deliver highly personalized, integrated financial and legal services to successful families, businesses, professional practices, and non-profits. We invite you to learn more about our Firm and consider the benefits of joining our client family.
– Dan Roccato, MBA, CPM and John Gregg, JD, LLM