About Us

Our Commitment to You  
Working with Us  
Location  

Meet Our Team

Aldo Valente

Registered Principal
Senior Financial Advisor

Nelson Martins

Managing Principal
Financial Advisors

Steven Spucces

Fundamental Choice Portfolio Manager

Karen Hubbard

Senior Financial Advisor

Jane Carmody

Financial Advisor

Veronica Turell

Operations/Administrative Manager

Why Invest With Us

Why Invest With Us

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Why Invest With Us