Our Alliance with

Cambridge Investment


There is nothing cookie-cutter about us. As an independent, family-owned wealth consulting firm, we are free from both public shareholder demands and bottom-line corporate profits, which gives us the financial freedom to put you first.


Just as you have the opportunity to choose your wealth advisor, we in turn get to choose our independent broker-dealer. We have chosen to be registered with Cambridge Investment Research and Cambridge Investment Research Advisors (CIR). They are one of the most respected independent broker-dealer and RIA firms in the industry. CIR is privately owned with no proprietary products or quotas. They facilitate our regulatory compliance and make sure our advisors adhere to all securities laws and regulations.

FREEDOM allows us to be genuinely relationship-driven, so we can care about your success and focus on your individual needs.


FREEDOM allows us the ability to offer unbiased advice and keeps us from any ties to proprietary products and companies.


FREEDOM allows us to be free from public shareholder demands and bottom-line corporate profits.


FREEDOM gives us unlimited access to hundreds of global strategic partners and first-rate technology tools.