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Led by Frank Mauro and his 39 years of industry experience, our award-winning team is proud to take wealth management to the next level.
Our solutions are tailored to your unique situation to bring you peace of mind, now and for the future.
100-Year Financial Plan
We develop custom financial plans for each client. This unique process is used to establish the entirety of your financial well-being. Think of us as your personal CFO.
Customized Portfolio
As active value managers, we build private portfolio’s in which we hand pick each individual security to best fit your unique needs. We do not outsource your money.
Tax & Estate Planning
A dollar saved is a dollar gained. As our client you have access to world class tax & estate planning strategies through Frank’s expertise and our Advanced Wealth Planning Group.
We are committed to excellent client service. Our clients have been with us on average for 25+ years. We focus on guiding you down the correct path in all your financial decision making. For instance, we are one of the National Bank Mortgage Department’s top referral teams.
We encapsulate every aspect of the business to help you reach your financial and life goals – to create and preserve generational wealth for you and your family.
