Broker Check

A Note from Jason Vitucci

Street signs. They are what help us navigate through the comfort of city roads, lanes, and avenues, and the epitome of local direction giving.  When faced with an atlas or globe, giving direction and finding your way can be a daunting task.  Without the benefit of a guide to help you plan the way to your destination, navigating the world of global finance can be just as daunting.

Our practice is aimed at helping clients make the right financial decisions for individual needs.  While investment & tax managment are the drivers to get from your current situation to your future goals, they can be ineffective without proper planning.  In our global economy, the key is having a plan that grows and adjusts with your unique life path, as well as the changing environment.  Given these facts, regular systematic monitoring of the plan is required.

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information and services to help you in striving to reach your goals.

We are currently working with new clients in an effort to grow our practice for 2015.

Please take advantage of our complimentary financial planning consultation.  

Contact us today    

Kind regards,

Jason Vitucci, CFP