History

Previously, Cliff worked for a parent company that dictated the types of investments he enrolled his clients in. Cliff knew this was not fair to his clients, many of whom had different financial goals. Also, given the complexity of the financial services industry today, many other clients were confused by the number and type of options available to them.

Therefore, Cliff decided to set out on his own and create the type of firm he thought was needed in this day and age of rushed and sometimes impersonal service.

Cliff works with a group of great people who share his outlook: to help investors feel comfortable seeking help with their financial goals and to assist them in a knowledgeable, courteous, and professional manner.

He chose to partner with Commonwealth Financial Network®, one of the preeminent independent Registered Financial Adviser–broker/dealers in the United States. The alliance with Commonwealth ensures that clients receive a wide variety of investment choices to complement their goals. It also helps the company best serve clients in a seamless and efficient manner by providing back office, investment, and technology support.

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