To preserve and enhance the wealth of our clients.

To provide a wide range of financial services to our clients.

To work with each client in identifying their financial goals.

To develop and implement a personalized financial plan to achieve such objectives.

"Quality, Integrity, Insight..."

Please be advised our firm does not solict financial information over the phone and does not participate in any credit card programs. Currently, there is a credit card scam being purportrated across the United States using our firm's good name and web address. If you have been contacted by these scam artists please let us know by contacting our compliance department and supplying all the information that you have. We will be reporting these instantces to the FBI and our compliance department is gathering as much information as we can to assist the FBI in their effort to stop this scam and catch these criminals.

On behalf of the Firm, I thank you for your cooperation and assistanced in this matter.

Sincerely;

Mark A. Santangelo, CPA, CFP