Who we are We are a service-oriented wealth management firm providing investments, insurance and retirement services. Our office is located in Troy and provides a comfortable professional work environment. Our office culture is friendly and relaxed but we are hard working. As an independent financial firm, we value independence and maintain the highest professional standards. We believe in treating others the way we want to be treated and that applies to our customers and team members. We have grown from $40 million under management in 2008 to $300 million in 2022. We do not do any dinner seminars or other marketing. All of our growth comes from referrals from existing customers which speaks to the type of service we provide our clients.