About Us

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Meet Our Team

Robert B. Krut

Managing Director - Investments

Michael A. Klein, CFP

Managing Director - Investments

Nick Serafini l CRPC™l AWMA™

Senior Registered Client Associate

Steven Gretchko

Senior Registered Client Associate

Samantha Trudell

Senior Registered Client Associate

Why Invest With Us

Why Invest With Us

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Why Invest With Us