Our Values and Philosophy

• We uphold the highest standards of excellence and are committed to serving your needs.
• We provide personal attention to each client.
• Our criteria for selecting clients preserves our ability to be accessible to resolve concerns and questions immediately and stay abreast of changes in the financial world.
• We stay in touch: we reach out to proactively provide strategies and answer questions.
• We endeavor to understand you and what is important to you: We get to know each client, their goals, needs and wants. Our financial planning process includes taking time to listen to our clients.
• We strive to clearly explain investing: We educate each client on investment topics and answer all your questions. We continually research creative strategies. We thoroughly review financial documents and conduct research to create a customized strategy for each client.
• We understand your investment style: We make recommendations that are in your best interest, personalized and clearly mapped out, progressing toward your financial goals.
• We believe in teamwork, with National Wealth Network, LLC being the catalyst. We recognize the need to call upon other professionals, when warranted, to help manage your financial affairs. We have developed strategic alliances with highly qualified independent professionals to include Tax Attorneys, CPA`s, Estate Planning Attorneys and Insurance Professionals. Each specializes in a specific area of financial planning giving you experience and the knowledge to help tackle your financial concerns.
• We value your time: We schedule appointments convenient to you. Via phone, in person, or Skype.
• We believe in managing relationships, not just portfolios. We take our financial planning responsibilities seriously. Those who work with us know our success is tied to their success.

We invite you to work with us.