Let us Help you Find Financial Peace of Mind

When it comes to investment advise there are loads of advisers out there that talk a good game, but Sean did what he said he would do; he remained fully engaged every step of the way to set us on the right path for managing my retirement nest egg. He disagreed with us when appropriate, enabled us, coached us and gave us the confidence and made us comfortable with the financial choices we made to move forward with our retirement.

Prior to working with Sean our single biggest challenge was the risk of working with a single advisor, with access only to vanilla retail investment options. Since working with Sean, we have gained access to the advantages of institutional investing with a more diverse portfolio, which includes alternative investments.

Since working with Sean, we have greater confidence that our retirement nest egg is managed well and with greater flexibility to produce more consistent returns and with less risk than portfolios that hold just stocks and bonds. For retirees like us who live off of our capital, this provides dependability of returns, and helps us sleep soundly at night.

– Brij September 13, 2016

Sean is an extremely knowledgeable financial professional. I had been investing in the market for years and dabbled in real estate, I had some luck, a lot bad and some good. I was looking for some additional ideas & opportunities. Sean has them.

What I respected about Sean right from the get go was he invested his own resources into what he was showing me. So I felt we were in “it” together. I am a tax accountant I don’t make financial decisions based on emotion or gut feel. I require detailed information to make a decision. Sean was able to answer my questions and provide me with the info. I needed to make an informed decision.

– Doug October 25, 2016

Sean has been a partner in helping us realize our retirement goal since 2009. My wife and I have always lived within our means and saved for the future but, our mutual fund investments were performing poorly and had high management fees. Sean introduced us to registered and non-registered investments that did not adversely increase our risk exposure while significantly increasing our returns.

As a result, we were able to re-evaluate our position and decided to chance semi-retirement five years sooner than anticipated! Our circumstances may be unique. However, if you decide to become involved with Sean one thing is certain, he will take the time to develop a genuine relationship with you and paint a complete picture of your life goals (not just your financial ones). Sean (and Russ) have assembled a professional and friendly staff that treat you like family and will leave you feeling confident in your decision to trust them with your future. Without reservation, we have encouraged our children, family and friends to contact Sean to build their futures.

-Charlene and Jeff September 19, 2016

Sean helps manage my father’s investments (father currently age 83) with me, his daughter.

Benefits include: -helping to consolidate and simplify his accounts/pull together and organize some “loose ends”. This helps with present and future management. -helped adjust his total portfolio to be less risky, which is in line with his age/potentially shorter time horizon – understands my father’s big-picture (including the assets that are not under his management, like real estate).

What I value most about dealing with Sean is that he has taken the time to get to know who my father is and genuinely cares about him. I believe Sean to be trustworthy.

He has integrity and cares about his clients, their interests and that they achieve their goals.

I would describe his service as ‘client-focused’, rather than a cookie-cutter, one-size-fits-all approach. Thank you, Sean!

-Laurie P September 2, 2016