James Caruso
Vice President
Claire E. Soja
Managing Director
Darwin Whitcomb Heath Jr.
Managing Director
Scott C. Winslow
Managing Director
Demetrios Manthous
Vice President
Robert Detwiler
Chairman
John Paul Ware
Vice President
Dennie Conway
Branch Manager
Richard B. Marshall
Vice President
Richard D. Marshall
Vice President
Michael Fein
Vice President
Randy Fill
Vice President
Jeanne Regnier
Vice President
Sheldon Fechtor
Vice President
It is our belief that wealth properly managed is wealth with a future. We specialize in providing clients with customized and unbiased wealth management strategies and solutions. Our tailored services are client focused versus the one size fits all platforms which pervade financial institutions today.
Working from our analysis of your current financial situation and agreed upon investment goals, we formulate a carefully conceived plan to help you achieve your objectives. We have a wide range of investment instruments at our disposal to implement an effective financial plan for your future. We welcome your inquiry.
