“Clients First” Is How We Do Business

And that’s how we demonstrate the value we place on your time.


Our philosophy to put you first is supported by our principal Bob Grillo.  As a Certified Financial Planner professional he abides by the Code and Standards that require a CFP® professional to act in the best interests of the client at all times when providing financial advice.  He also holds the AIF® (Accredited Investment Fiduciary) designation – a designation of fiduciary commitment.

Here’s one way it works for you:  As an independent practice we can select from a broad range of financial products and services.  Unlike many Wall Street firms, we have no obligation to promote proprietary offerings, which can be more expensive and not appropriate for all situations.

Tailoring a Financial Plan to Your Needs 

First and foremost, we get to know you personally to understand what’s happening in your life.  We become acquainted with your Vision, Values, and Goals.  That’s how we understand what’s truly meaningful to you.

And that’s how we discover where you are in life and where you are heading.  Together we can create a comprehensive wealth management plan that helps to bring to life the future you envision.

Your plan is efficient, spelling out exactly how we will help manage your investments and finances.

In addition, it assists you to effectively take care of your financial life. 

Being Proactive

Answering your emails, calls, or text messages is a priority.  When you have a question or a concern, we respond promptly.

Clients hear from us when, how, and how often they want on a proactive basis because our goal is to connect with you on your schedule.

To experience our “Clients First” Service we invite you to Connect with Us HERE »