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What We Do

Bill Szego, Doug Jones, Terri Szego and Richard Lawrence recognize that every individual and family has different financial needs and goals. We collaborate with our clients to provide investment and planning strategies that are designed specifically for their particular situation.

Our business is built around 5 key beliefs:

1. That most people do not have the time, resources or expertise to manage their family's wealth.

2. That we need to understand our clients' lifestyles, goals and risk tolerances before recommending investment solutions.

3. That keeping investment products simple is best.

4. That high fees can be detrimental to clients' long-term investment returns.

5. That clients deserve to get a live voice on the phone and a timely response to their questions.