Focused on YOU

We are a Registered Investment Advisor (RIA). In other words, we are completely independent and not tied to any broker-dealer incentives, sales quotas, or proprietary products. We are fiduciaries which means that we must act in your best interest putting your needs above any objective of ours. 

Most of our services are offered on a fee-based structure, which means that when you succeed, we succeed. We strive to always do right by our client and give you the best options available.

Investment Freedom

We provide simple, clear and empowering investment portfolios for those who want professional money management and a sense of direction in a turbulent world.  

John G McCann, IAR

Find out a little about your investment advisor representative and who he is and what experiences have made him who he is today. This will also give you good insight to his invesment management style and methodology.