Overview

We are a fee based firm that specializes in Individual Equities, ETFs, and Option Writing (covered calls, put and credit spreads, with some individual option writing for the right client). We do write some funds and annuities as well. TD Ameritrade is the primary custodian but do have ability through Schwab and Fidelity.

We are looking at the potential acquisition or succession of other advisory firms with like minded philosophies.

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