Welcome!

Thank you for visiting our site.

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Our Mission

Helping clients build multi-generational financial legacies, using various financial strategies.

Our Firm

Is focused on asset management. We also assist our clients with implementing strategies to protect and enhance wealth accumulation. 

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, IAR

Investment Adviser Representative