$2.2B AUM in
Our vision is to be an elite employee owned organization which offers sales solutions, products, services and support to independent advisors who are committed to satisfying the financial objectives of their clients. We maintain a keen awareness of emerging trends to anticipate and exceed our clients’ needs and expectations. Our employee owners work diligently to maintain a synergistic, highly motivated and goal-oriented environment, which translates to outstanding service and support for our clients and advisors!
We are one of the premier OSJ's within the Royal Alliance and Associates Broker Dealer network. We have direct access to their top management team. Our partnership with them ensures our long term relationship is strong and thriving.
We also operate our own BGA to accompany our securities and advisory representatives to create a true holistic planning approach.