As a team we are invested in the financial future of each of our clients and are committed to helping our clients lead the lives that they envision.
To help achieve valuable results for our clients, we are innovative and creative in our planning and investment process, challenging the conventional methodologies used by many advisors and planners. Our clients benefit from our team approach, which allows our individual team members to focus on the areas where they have the most skill and passion, while working together to provide a consistent level of service and support.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
CEO, Scharf Group, Financial Advisor
Senior Vice President, Financial Advisor
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.