growth happens
when you step out of line
Years of Managing Wealth
Clients
Million Under Management
401k Plan Participants
You’re probably THINKING
You’re probably THINKING
We ANSWER your calls and not first screened by computer programs stating “due to unusual call volume…”.
Anton has extensive experience in REAL ESTATE from buying over 300 residential homes to commercial new development that is a valuable resource for your real estate goals.
No red tape.
Our INDEPENDENCE allows us develop investment strategies designed for you and your family verse trying to sell you products designed by corporate home office.
Our DIVERSE clientele affords us the ability to understand many life experiences and challenges.
We care about YOU, not just your investments.
private wealth management
Customize your investments
Our goal is for our clients to consistently build their wealth towards their personal and financial life goals.
Client services
Welcome to the family
We pride ourselves on exceeding client expectations. With empathy, self-awareness, and defined core values, our service model is the cornerstone of our business.
401k plan fiduciary
EMPLOYEES FIRST
Low cost funds and high engagement rates. We carry cutting edge and unique strategies for your company's benefits plan.
We’ve been published on…
WEEKLY BRIEF
Lemonade from Lemons
The Saigon 1965 new Armed Forces Radio Service DJ, played by Robin Williams in Good Morning Vietnam, would be right in place today as a stock market commentator. “Gooood Morrrning CNBC! Today’s stock market forecast is hot and s%#tty! Tomorrow probably more hot and...
New Market Lows, Buffet Buys
More negative news was released last week by the University of Michigan of their consumer’s sentiment report. Consumers are getting discouraged despite strong employment and continued wage growth matching inflation. The report indicated consumer sentiment fell to 59.1...
US Productivity Plummets
Headline news tomorrow will be today’s Nonfarm Labor Productivity report released by the Bureau of Labor Statistics. The news is the announcement of the greatest annualized decline in labor productivity in the US since the third quarter of 1947! Annualized...