An informed investor is an empowered investor

In 2003 I moved to Rhode Island with my family after spending a large part of my life living in New York. I was blessed to have the opportunity to work on Wall Street for 25 years in multiple capacities. I was student as well as a teacher. The financial world is fast paced, complicated, and overwhelming. where fortunes are made and lost everyday. My passion is taking the knowledge I’ve acquired throughout the years and passing it on to you. Whether you manage your own portfolio or seek the help of an advisor, I want to make sure you know the right questions to ask and what to consider so your experience is a positive one. I’ve put together a paper on important considerations when choosing an advisor that will help you be informed in your search. Send us a message below and we’ll get it over to you. Good luck, and I wish you success in your investing endeavors!


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Our Office

34A Pier Market Place
Narragansett, RI, 02882
United States