WHY CHOOSE US

Our firm is committed to building long-term relationships grounded in trust, transparency, and a consistent approach to navigating financial decisions.

Rules Based Investing

Our proprietary Four Points Momentum Index (FPMI) uses a disciplined, trend-following strategy to help you participate in market upside while seeking protection in downturns.

Fiduciary First

We aim to act in your best interest - always. As a Registered Investment Adviser, we provide transparent, objective advice with no hidden agendas.

Simplified, Integrated Approach

We offer options tocoordinate your investment, planning, and banking needs under one roof - so you can focus on living, not managing.

Personalized Wealth Guidance

From investment management to financial planning and lending solutions, we deliver customized strategies aligned with your unique goals.

TEAM

Our team combines expertise, experience, and dedication to provide guidance and support for every client relationship.

Gene Murphy

Managing Partner

Victoriya Vasiltsova

Director of Operations

CONTACT US

Let’s start the conversation.

Whether you're looking for confirmation, clarity, or a new perspective, we offer a thoughtful portfolio review—no pressure, no obligation. Our team will evaluate your current strategy, highlight potential risks or gaps, and provide honest, objective insights to help you make informed decisions moving forward.

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