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Build your own

Bring us your best investment ideas and we will help you incorporate them into a customized portfolio of your own! Unique to you.

We will help you make sure that your portfolio fits your time horizon, risk tolerance, and is properly diversified.

Our goal is to help you as a trusted advisor, to work with you, to listen to your ideas, and help you build your own portfolio following core principles of sound financial management.

Call us at (860) 245-9525 , what investment ideas do you have?