Our Mission
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| From left to right: James Lin, Senior Registered Client Service Associate; Mike Flood, CFP®, MBA,Vice President/Investments; William D. Linas, CRPC®, Senior Vice President/Investments |
Our mission is to understand you and your priorities. To do this, we will ask you detailed questions and take the time to listen and appreciate where your wealth stands today and where you'd like it to be tomorrow. We then work with you to design, implement, and periodically review a customized wealth management strategy to help you and your family pursue your personal financial goals while mitigating risk. |