Our Vision
Make a difference. Guide. Coach. Teach. Create Strong Relationships for Generations to Come...
Glen Sher, Managing Director - Investments and Michael Jeshiva, Vice President - Investments provide highly individualized personal service to corporations and high net worth individuals through comprehensive retirement planning and wealth management services. Our goal is to exceed client service expectations, anticipate future needs and provide unbiased, clear solutions on a continual basis. Our team strives to serve with honesty, integrity and open communication. Our mission is to help each client achieve financial independence, maintain financial independence throughout retirement, and distribute their wealth in an efficient manner. In addition, we coordinate our efforts with your tax advisor and/or attorney to provide a comprehensive, team approach to serving your financial needs.