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What Type of Investor Are You?

Are you maximizing your financial opportunities? Our 3-minute assessment will help you identify what type of investor you are and will reveal opportunities to maximize your wealth.

  • Receive instant recommendations made just for you
  • Put those recommendations into action - and maximize your wealth.

Proactive Patron  

You have a vision for your financial future... and the professionals behind you to help make it happen.

Providential Investor

You've set your sights on a prosperous future with a trusted financial advisor by your side.

Coordinated Taxpayer

You're all about tax savings and look forward to opportunities to grow your wealth year after year with the help of a dedicated tax professional. 


When it comes to investments and taxes, you're forging your own path to wealth and savings opportunities.

From your investments to your taxes to your estate plan, we aim to reduce uncertainty and create a path toward an enriched quality of life for you and your future generations by providing education, support, and clarity.

Check the background of this firm/advisor on FINRA’s BrokerCheck.