Associates

Our associate network is one of our strongest assets, along with our internal skills and industry experience. We choose our associates and business partners carefully, based on professionalism and a similar value-oriented philosophy.

Much of our network within the technology sector stems from the 80’s in the Boston area as Wang Laboratories led in office automation and our long-standing affiliation with the enterprise software industry. Our work advising small business owners began in Southwest Florida in the 90's and has continued since then.

In our personal finance practice, we deliver educational seminars and workshops and provide one-on-one coaching services. We do not sell financial products or service, nor do we give investment advice.