WHY CHOOSE US

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

Simplified, Integrated Approach

We coordinate 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

Behind every unforgettable journey is a team of passionate experts.

Joseph Stan

Chief Executive Officer

Barclay Sherman

Chief Operation Officer

Gloria Wood

Chief Finance Officer

Maggie Crawford

Brand Manager

CONTACT US

If you’re interested in starting or chatting more just let us know!

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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