Expert Advice

Our advice is backed by years of experience as financial advisors and business owners. We have personally tried many of the wealth management strategies and investment products that we advise. If we know something works well then we stick with it. We invite you to benefit from our knowledge.

Call For Your Free Consultation

During this confidential meeting we will report to you 1 of 2 conclusions regarding your current wealth management plan:

1. your plan is well suited to your goals and we cannot add value

2. your plan and your goals are disconnected, and we can help you

John Niekraszewicz

(Nick-ra-shev-itch)

B.Math,FCSI,CFP,FMA

Principal and Certified Financial Planner