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Our Mission

We apply financial strategies; helping clients build multi-generational financial legacies.

Our Firm

We are a full service, financial products firm, with a focus on asset management.

I provide asset management services as an Investment Advisor Representative under the Investment Advisors Act of 1940. 

I have 19 years of industry service, earning a Chartered Financial Consultant (ChFC) designation in 2004. I accomplish an additional 30 hours of continuing education for this designation as an on-going effort to serve the needs of my clients. You may verify designations at http://designationcheck.com.

Our Endeavor

  • Pursue excellence in the financial services marketplace.
  • Respect the privilege of our client/partner relationship.
  • Design easily implemented strategies.
  • Take decisive action.

Contact us

We look forward to the opporunity to discuss our services with you!

Curtis A. Wharton, ChFC

Investment Adviser Representative

 

 

Flipbooks

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Contact Us

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Calculators

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck