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Customized Investment Portfolios to Meet Your Needs

In today's complex marketplace, even sophisticated investors are challenged to stay current, to monitor their investments, and to respond to rapidly changing conditions.

As your financial advisor, I will leverage both my experience and the resources offered through Summit Brokerage Services to help you develop and implement an investment strategy that closely matches both your financial objectives and your level of risk tolerance.

My commitment to you is to offer asset management services that are

  • Customized to address the needs of you and your family
  • Fee-based so that I have a vested interest in your success*
  • Strategic to reflect the dynamic nature of the markets—and your life.

*Clients should periodically reevaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm's Form ADV Part II as well as the client agreement.

Note: There is no assurance that any investment program will result in success. Investing involves risk and investors may incur a profit or a loss. Diversification does not ensure a profit or guarantee against a loss.