Our History
Years of experience have prepared us to guide you through life's transitions.
Our Values
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Who We Are.
Our genuine concern for ethics and the well-being of our clients is combined with a knowledge of investment vehicles and insurance tools. We work to maintain a creative mindset, and to stay abreast of the new products and techniques available to individual investors, small companies and their owners, and non-profit corporations and their employees.
We insist on at least an annual review with all of our clients, whether in person, over the phone or on video call over the internet. We meet quarterly or more frequently with many people, as needs arise and are happy to meet at your home or business as that is usually what is most convenient for you the customer. Our goal is to educate each person we work with, so they become more informed and better aware of the costs and benefits of different financial choices. We can guide you, but we do not handle discretionary accounts.
Michael's unique background, education, and experience in the investment world and business communities of Albany, NY, Boston, MA and New York, NY provide a unique perspective on both investing and protecting your investments from the erosion that can come from so many different, often unexpected, directions!
We look forward to working with you and we appreciate your business and your referrals to others.
We hope you enjoy our website and the resources it provides.
Please call us if you have questions or suggestions for us or if we can help!
Where do you want your financial roadmap to take you?
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.