Social Responsibility and Community InvolvementĀ 

 

We promise to always act with integrity, never sacrificing our clients' or our advisors' interests for the sake of our own.  We hold ourselves responsible not only to our clients, but also to our communities.  During 2017 and 2018, we have donated over $75,000 to organizations created to make the world a better place.  Here are a few of the events and organizations in our community for which we have made a personal or financial dedication: