Our Mission and Vision

Our Mission

To partner with individuals, families, and business owners in developing sound strategies to navigate the various phases of their finances. Our team provides the momentum for creating and implementing blueprints from which their goals become realized.

Our Vision

To inspire action through instilling financial knowledge and confidence.

Market Watch

Last Closing Prices

Latest Available Stock Quotes
Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Nasdaq 100 12,299.08 -2.92%
NYSE Composite 15,288.38 +0.24%
AMEX Composite 2,729.83 +0.99%

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.