About Us

Our Primary Purpose

Our Primary Purpose

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

In our agency, we take great pride in the quality of service we provide for our customers.

We offer:

  • Simple and low-cost engagements for those clients whose needs are singular, straightforward and simple
  • Our concierge-level service to those who need our help to coordinate risk management, estate planning, fixed income management, Medicare choice advice, trust management, long term care planning, and tax planning strategies
  • Top-down management of the numerous sub-advisors handling client assets

This is the ultimate family-style office management for our clients. Our model resembles owning a professional sports team. We are the coaches who manage the players to achieve success. We are a multi-generational firm with advisors in their sixties, fifties, forties, and thirties. We regularly recruit new planners and train them to our system.

Knowledge is power

Knowledge is power

As the managing partners and founders, Paul and Linda Mauro realize that they do not have the same issues today as a young family starting out in this day and age. We do, however, share a common experience with many of our mature, successful, clients who have built a business, wealth from employment, or diverse investment and other ventures. Unless you have paid 25 years of substantial tuition, launched children into adulthood, lived through nursing home  experiences with parents, and buried loved ones, you cannot even imagine such issues let alone solve them.

If you think we could help you, or simply want to discuss options, please give us a call today at (800) 427-9781. 

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