341 Lincoln Street
Years of Managing Wealth
Million Under Management
401k Plan Participants
YOU’RE PROBABLY THINKING“I’ve Been Disappointed Plenty Of Times By Investment Companies; What Makes This Team So Different?”
Our focus on you and your goals is what makes us different from other investment companies. Let's talk, and you'll discover for yourself that our approach is to partner with you in developing financial and investment strategies to achieve your personal and financial goals.
We ANSWER your calls and not first screened by computer programs stating “due to unusual call volume…”.
Anton has extensive experience in REAL ESTATE from buying over 300 residential homes to commercial new development that is a valuable resource for your real estate goals.
No red tape.
Our INDEPENDENCE allows us develop investment strategies designed for you and your family verse trying to sell you products designed by corporate homeoffice.
Our DIVERSE clientele affords us the ability to understand many life experiences and challenges.
We care about YOU, not just your investments.
PRIVATE WEALTH MANAGEMENTCustomize your investmentsOur goal is for our clients to consistently build their wealth towards their personal and financial life goals.
CLIENT SERVICESWelcome to the familyWe pride ourselves on exceeding client expectations. With empathy, self-awareness, and defined core values, our service model is the cornerstone of our business.
401K PLAN FIDUCIARYEMPLOYEES FIRSTLow cost funds and high engagement rates. We carry cutting edge and unique strategies for your company's benefits plan.
View All Briefs
NEW YEAR, NEW STARTJAN 4, 2023
By any standard, the past three years were historic. It reminded me of the tech bubble that burst from 2000 to 2003, with San Jose’s Silicon Valley as the epic center. You had to live there to truly understand the financial devastation as hundreds of thousands of...
NOT ANOTHER HOLIDAY CHECKLIST!DEC 21, 2022
2022, or as I like to refer to it, "the year of three two's," is finally coming to a close. Families across the world are getting together to celebrate the holidays, which means that the final scramble to finish shopping and wrap presents is officially underway. For...
DON'T FIGHT THE FEDSDEC 14, 2022
The saying "Don't Fight The Feds," or DFTF for short, has been the theme this year on Wall Street. Since March 16, when the Federal Reserve embarked on its rate hike policy, the stock market has plummeted. Mortgage interest rates doubled during the second quarter,...
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