Our Commitment

OPENNESS: Enable our clients to make well informed decisions. Provide balanced and accurate assessments not only of the potential benefits, but also of the costs, risks and limitations of a particular strategy or action. Clearly explain our fees and any other compensation we may receive, and disclose potential conflicts of interest whenever they may arise. 

EXCELLENCE: Carry out our responsibilities with the highest level of competence, actively pursuing best practices in financial planning and portfolio management. Invest in continuing education, training, research and technology resources. Anticipate and address our clients’ needs, according to their individual priorities and circumstances.

INTEGRITY: Faithfully act in the interests of our clients. Communicate regularly to ensure that clients are aware of matters of interest to them. Demonstrate respect, trust and value in our client relationships. Recognize the limits of our knowledge, expertise and capabilities, referring clients to external service providers as appropriate.

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Client Portfolio Manager

JP has been a registered representative and investment advisor representative with LPL Financial since 2006. He provides wealth management, investment advisory services and...


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*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us of a specific investment or the purchase or sale of any securities. Asset allocation and diversification do not ensure a profit or protect against loss in declining markets. This material was developed and produced by Advisor Websites to provide information on a topic that may be of interest. Copyright 2024 Advisor Websites.